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 | $11,781 | $104,907-88.8% | $84,611-86.1% | $152,861-92.3% |
| Participation rate | 90.9% | 74.8%+16.1pp | 68.2%+22.7pp | 82.4%+8.5pp |
| Annual return | 24.64% | 373.79%-349.1pp | 258.74%-234.1pp | 345.32%-320.7pp |
| Employer contribution / active EE | $1,168 | $3,302-64.6% | $2,652-55.9% | $4,762-75.5% |
| Participant deferral / active EE | $1,614 | $4,688-65.6% | $3,899-58.6% | $5,850-72.4% |
| Admin fee / account holder | $1,087 | $6,241-82.6% | $4,912-77.9% | $11,596-90.6% |