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 | $10,213 | $99,020-89.7% | $86,590-88.2% | $147,584-93.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 23.87% | 1312.34%-1288.5pp | 964.84%-941.0pp | 578.55%-554.7pp |
| Employer contribution / active EE | $1,200 | $3,132-61.7% | $2,839-57.7% | $4,876-75.4% |
| Participant deferral / active EE | $2,218 | $3,972-44.2% | $3,609-38.5% | $5,439-59.2% |
| Admin fee / account holder | $434 | $5,710-92.4% | $4,906-91.2% | $10,885-96.0% |