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 | $20,296 | $160,055-87.3% | $140,016-85.5% | $135,375-85.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 0.86% | 911.38%-910.5pp | 651.12%-650.3pp | 519.73%-518.9pp |
| Employer contribution / active EE | $3,934 | $6,420-38.7% | $5,606-29.8% | $4,779-17.7% |
| Participant deferral / active EE | $17,646 | $7,642+130.9% | $6,927+154.7% | $5,609+214.6% |
| Admin fee / account holder | $32,530 | $13,328+144.1% | $10,705+203.9% | $10,827+200.4% |