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 5-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 | $11,025 | $117,983-90.7% | $101,794-89.2% | $142,382-92.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.62% | 36.92%-22.3pp | 30.53%-15.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,393 | $2,773-49.8% | $2,289-39.2% | $4,299-67.6% |
| Participant deferral / active EE | $2,833 | $4,714-39.9% | $4,084-30.6% | $6,507-56.5% |
| Admin fee / account holder | $385 | $10,433-96.3% | $8,777-95.6% | $12,624-97.0% |