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 | $13,760 | $99,652-86.2% | $78,778-82.5% | $147,584-90.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 22.07% | 47.28%-25.2pp | 35.62%-13.6pp | 578.55%-556.5pp |
| Employer contribution / active EE | $1,552 | $2,796-44.5% | $1,986-21.9% | $4,876-68.2% |
| Participant deferral / active EE | $1,545 | $3,664-57.8% | $2,958-47.8% | $5,439-71.6% |
| Admin fee / account holder | $2,303 | $7,155-67.8% | $5,134-55.1% | $10,885-78.8% |