See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,841 | $176,377-94.4% | $134,143-92.7% | $158,922-93.8% |
| Participation rate | 88.9% | 78.7%+10.2pp | 72.2%+16.7pp | 82.0%+6.9pp |
| Annual return | 8.51% | 63.63%-55.1pp | 36.33%-27.8pp | 302.83%-294.3pp |
| Employer contribution / active EE | $885 | $5,040-82.4% | $3,704-76.1% | $4,761-81.4% |
| Participant deferral / active EE | $1,080 | $4,091-73.6% | $3,499-69.1% | $5,982-81.9% |
| Admin fee / account holder | $2,269 | $8,718-74.0% | $6,684-66.1% | $11,246-79.8% |