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 | $5,006 | $144,119-96.5% | $117,854-95.8% | $147,584-96.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.68% | 531.15%-519.5pp | 335.08%-323.4pp | 578.55%-566.9pp |
| Employer contribution / active EE | $1,370 | $4,896-72.0% | $3,786-63.8% | $4,876-71.9% |
| Participant deferral / active EE | $2,051 | $5,316-61.4% | $4,482-54.2% | $5,439-62.3% |
| Admin fee / account holder | $10,825 | $10,886-0.6% | $8,020+35.0% | $10,885-0.6% |