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 | $17,985 | $103,376-82.6% | $87,100-79.4% | $152,861-88.2% |
| Participation rate | 95.8% | 79.3%+16.5pp | 76.9%+19.0pp | 82.4%+13.4pp |
| Annual return | 16.68% | 28.10%-11.4pp | 28.19%-11.5pp | 345.32%-328.6pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,139 | $4,778-55.2% | $4,049-47.2% | $5,850-63.4% |
| Admin fee / account holder | $466 | $12,205-96.2% | $7,497-93.8% | $11,596-96.0% |