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 | $13,525 | $144,119-90.6% | $117,854-88.5% | $147,584-90.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 28.85% | 531.15%-502.3pp | 335.08%-306.2pp | 578.55%-549.7pp |
| Employer contribution / active EE | $2,889 | $4,896-41.0% | $3,786-23.7% | $4,876-40.8% |
| Participant deferral / active EE | $5,371 | $5,316+1.0% | $4,482+19.8% | $5,439-1.2% |
| Admin fee / account holder | $1,774 | $10,886-83.7% | $8,020-77.9% | $10,885-83.7% |