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 | $12,550 | $99,652-87.4% | $78,778-84.1% | $147,584-91.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 19.43% | 47.28%-27.9pp | 35.62%-16.2pp | 578.55%-559.1pp |
| Employer contribution / active EE | $1,154 | $2,796-58.7% | $1,986-41.9% | $4,876-76.3% |
| Participant deferral / active EE | $1,149 | $3,664-68.7% | $2,958-61.2% | $5,439-78.9% |
| Admin fee / account holder | $4,688 | $7,155-34.5% | $5,134-8.7% | $10,885-56.9% |