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 | $16,399 | $226,064-92.7% | $182,532-91.0% | $152,861-89.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 17.44% | 192.51%-175.1pp | 148.54%-131.1pp | 345.32%-327.9pp |
| Employer contribution / active EE | $3,581 | $4,978-28.1% | $4,076-12.1% | $4,762-24.8% |
| Participant deferral / active EE | $4,365 | $6,368-31.4% | $5,524-21.0% | $5,850-25.4% |
| Admin fee / account holder | $374 | $10,703-96.5% | $8,592-95.6% | $11,596-96.8% |