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 | $21,719 | $226,064-90.4% | $182,532-88.1% | $152,861-85.8% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.0%+10.9pp | 82.4%+6.4pp |
| Annual return | 15.89% | 192.51%-176.6pp | 148.54%-132.6pp | 345.32%-329.4pp |
| Employer contribution / active EE | $1,162 | $4,978-76.7% | $4,076-71.5% | $4,762-75.6% |
| Participant deferral / active EE | $5,561 | $6,368-12.7% | $5,524+0.7% | $5,850-4.9% |
| Admin fee / account holder | $319 | $10,703-97.0% | $8,592-96.3% | $11,596-97.2% |