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 | $10,198 | $58,828-82.7% | $77,999-86.9% | $62,891-83.8% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 100.03% | 17.16%+82.9pp | 425.96%-325.9pp | 20.14%+79.9pp |
| Employer contribution / active EE | $627 | $1,672-62.5% | $2,470-74.6% | $2,281-72.5% |
| Participant deferral / active EE | $1,365 | $2,686-49.2% | $3,497-61.0% | $3,203-57.4% |
| Admin fee / account holder | $348 | $4,393-92.1% | $5,480-93.6% | $4,296-91.9% |