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 | $16,834 | $127,777-86.8% | $106,548-84.2% | $167,490-89.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 20.66% | 33.87%-13.2pp | 26.80%-6.1pp | 478.56%-457.9pp |
| Employer contribution / active EE | $1,623 | $3,427-52.6% | $2,819-42.4% | $4,837-66.5% |
| Participant deferral / active EE | $2,817 | $5,087-44.6% | $4,398-35.9% | $6,341-55.6% |
| Admin fee / account holder | $26,265 | $11,228+133.9% | $7,407+254.6% | $12,309+113.4% |