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 | $5,996 | $102,966-94.2% | $90,281-93.4% | $152,861-96.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 14.98% | 95.16%-80.2pp | 78.10%-63.1pp | 345.32%-330.3pp |
| Employer contribution / active EE | $977 | $3,139-68.9% | $2,854-65.8% | $4,762-79.5% |
| Participant deferral / active EE | $851 | $4,281-80.1% | $3,885-78.1% | $5,850-85.5% |
| Admin fee / account holder | $401 | $6,171-93.5% | $5,351-92.5% | $11,596-96.5% |