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 | $7,088 | $104,907-93.2% | $84,611-91.6% | $152,861-95.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 18.99% | 373.79%-354.8pp | 258.74%-239.8pp | 345.32%-326.3pp |
| Employer contribution / active EE | $4,851 | $3,302+46.9% | $2,652+82.9% | $4,762+1.9% |
| Participant deferral / active EE | $15,088 | $4,688+221.9% | $3,899+287.0% | $5,850+157.9% |
| Admin fee / account holder | $48,390 | $6,241+675.4% | $4,912+885.1% | $11,596+317.3% |