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 | $5,874 | $73,515-92.0% | $62,995-90.7% | $147,584-96.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.31% | 175.43%-161.1pp | 87.57%-73.3pp | 578.55%-564.2pp |
| Employer contribution / active EE | $1,112 | $3,320-66.5% | $2,759-59.7% | $4,876-77.2% |
| Participant deferral / active EE | $2,255 | $4,185-46.1% | $3,329-32.3% | $5,439-58.5% |
| Admin fee / account holder | $4,809 | $5,953-19.2% | $3,600+33.6% | $10,885-55.8% |