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 | $12,123 | $124,185-90.2% | $108,410-88.8% | $167,490-92.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.71% | 1379.64%-1363.9pp | 905.27%-889.6pp | 478.56%-462.9pp |
| Employer contribution / active EE | $3,329 | $4,187-20.5% | $3,558-6.5% | $4,837-31.2% |
| Participant deferral / active EE | $4,675 | $6,908-32.3% | $6,563-28.8% | $6,341-26.3% |
| Admin fee / account holder | $6,766 | $9,455-28.4% | $7,295-7.3% | $12,309-45.0% |