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 | $5,931 | $99,020-94.0% | $86,590-93.2% | $147,584-96.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.01% | 1312.34%-1299.3pp | 964.84%-951.8pp | 578.55%-565.5pp |
| Employer contribution / active EE | $297 | $3,132-90.5% | $2,839-89.5% | $4,876-93.9% |
| Participant deferral / active EE | $663 | $3,972-83.3% | $3,609-81.6% | $5,439-87.8% |
| Admin fee / account holder | $519 | $5,710-90.9% | $4,906-89.4% | $10,885-95.2% |