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 | $7,377 | $99,020-92.6% | $86,590-91.5% | $147,584-95.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.79% | 1312.34%-1297.5pp | 964.84%-950.1pp | 578.55%-563.8pp |
| Employer contribution / active EE | $7,269 | $3,132+132.1% | $2,839+156.0% | $4,876+49.1% |
| Participant deferral / active EE | $5,319 | $3,972+33.9% | $3,609+47.4% | $5,439-2.2% |
| Admin fee / account holder | $13,788 | $5,710+141.5% | $4,906+181.1% | $10,885+26.7% |