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 | $4,253 | $106,115-96.0% | $85,969-95.1% | $125,391-96.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | 3.94% | 13.93%-10.0pp | 9.32%-5.4pp | 282.22%-278.3pp |
| Employer contribution / active EE | $11,333 | $4,537+149.8% | $3,474+226.2% | $4,866+132.9% |
| Participant deferral / active EE | $7,897 | $4,859+62.5% | $3,829+106.2% | $5,352+47.6% |
| Admin fee / account holder | $46,783 | $8,144+474.5% | $6,053+672.9% | $9,540+390.4% |