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 | $20,886 | $116,175-82.0% | $93,606-77.7% | $152,861-86.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 23.45% | 35.96%-12.5pp | 32.76%-9.3pp | 345.32%-321.9pp |
| Employer contribution / active EE | $3,015 | $3,218-6.3% | $2,718+10.9% | $4,762-36.7% |
| Participant deferral / active EE | $3,015 | $4,603-34.5% | $4,069-25.9% | $5,850-48.5% |
| Admin fee / account holder | $416 | $10,748-96.1% | $7,888-94.7% | $11,596-96.4% |