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 | $5,141 | $105,998-95.1% | $92,233-94.4% | $147,584-96.5% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 31.63% | 50.05%-18.4pp | 176.28%-144.7pp | 578.55%-546.9pp |
| Employer contribution / active EE | $2,935 | $4,333-32.3% | $3,679-20.2% | $4,876-39.8% |
| Participant deferral / active EE | $1,661 | $4,478-62.9% | $3,897-57.4% | $5,439-69.5% |
| Admin fee / account holder | $354 | $6,332-94.4% | $5,194-93.2% | $10,885-96.8% |