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 | $10,064 | $99,341-89.9% | $84,750-88.1% | $273,961-96.3% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 250.34% | 22.93%+227.4pp | 22.78%+227.6pp | 41.45%+208.9pp |
| Employer contribution / active EE | $4,770 | $4,214+13.2% | $3,574+33.5% | $4,869-2.0% |
| Participant deferral / active EE | $3,370 | $4,269-21.1% | $3,712-9.2% | $5,287-36.3% |
| Admin fee / account holder | $728 | $6,644-89.0% | $5,332-86.4% | $10,132-92.8% |