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 | $26,553 | $78,422-66.1% | $95,952-72.3% | $79,858-66.7% |
| Participation rate | 98.7% | 73.5%+25.2pp | 77.1%+21.6pp | 69.6%+29.0pp |
| Annual return | 102.79% | 19.37%+83.4pp | 91.61%+11.2pp | 31.71%+71.1pp |
| Employer contribution / active EE | $4,052 | $1,945+108.3% | $2,541+59.5% | $2,471+64.0% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $516 | $5,622-90.8% | $6,795-92.4% | $5,306-90.3% |