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 | $12,095 | $107,934-88.8% | $91,989-86.9% | $152,861-92.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 39.95% | 89.24%-49.3pp | 69.02%-29.1pp | 345.32%-305.4pp |
| Employer contribution / active EE | $3,125 | $4,210-25.8% | $3,452-9.5% | $4,762-34.4% |
| Participant deferral / active EE | $3,788 | $6,364-40.5% | $5,923-36.1% | $5,850-35.3% |
| Admin fee / account holder | $1,461 | $10,520-86.1% | $7,743-81.1% | $11,596-87.4% |