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 | $21,460 | $226,064-90.5% | $182,532-88.2% | $152,861-86.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 20.77% | 192.51%-171.7pp | 148.54%-127.8pp | 345.32%-324.6pp |
| Employer contribution / active EE | $1,859 | $4,978-62.7% | $4,076-54.4% | $4,762-61.0% |
| Participant deferral / active EE | $2,892 | $6,368-54.6% | $5,524-47.6% | $5,850-50.6% |
| Admin fee / account holder | $3,240 | $10,703-69.7% | $8,592-62.3% | $11,596-72.1% |