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 | $8,944 | $107,334-91.7% | $92,893-90.4% | $152,861-94.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 15.17% | 145.58%-130.4pp | 109.41%-94.2pp | 345.32%-330.1pp |
| Employer contribution / active EE | $2,153 | $4,221-49.0% | $3,653-41.1% | $4,762-54.8% |
| Participant deferral / active EE | $3,421 | $4,845-29.4% | $4,236-19.2% | $5,850-41.5% |
| Admin fee / account holder | $3,579 | $7,079-49.4% | $5,794-38.2% | $11,596-69.1% |