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 | $14,483 | $113,339-87.2% | $94,993-84.8% | $147,584-90.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 38.48% | 20.77%+17.7pp | 27.12%+11.4pp | 578.55%-540.1pp |
| Employer contribution / active EE | $2,746 | $3,160-13.1% | $2,603+5.5% | $4,876-43.7% |
| Participant deferral / active EE | $6,931 | $3,777+83.5% | $3,317+108.9% | $5,439+27.4% |
| Admin fee / account holder | $401 | $6,063-93.4% | $4,960-91.9% | $10,885-96.3% |