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 | $8,710 | $176,662-95.1% | $130,648-93.3% | $152,861-94.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 31.72% | 2692.24%-2660.5pp | 1708.96%-1677.2pp | 345.32%-313.6pp |
| Employer contribution / active EE | $757 | $5,742-86.8% | $4,092-81.5% | $4,762-84.1% |
| Participant deferral / active EE | $4,935 | $4,361+13.1% | $3,603+37.0% | $5,850-15.7% |
| Admin fee / account holder | $2,736 | $7,133-61.6% | $5,464-49.9% | $11,596-76.4% |