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 | $15,976 | $105,998-84.9% | $92,233-82.7% | $147,584-89.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 53.55% | 50.05%+3.5pp | 176.28%-122.7pp | 578.55%-525.0pp |
| Employer contribution / active EE | $1,850 | $4,333-57.3% | $3,679-49.7% | $4,876-62.1% |
| Participant deferral / active EE | $7,026 | $4,478+56.9% | $3,897+80.3% | $5,439+29.2% |
| Admin fee / account holder | $812 | $6,332-87.2% | $5,194-84.4% | $10,885-92.5% |