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 | $10,784 | $105,998-89.8% | $92,233-88.3% | $147,584-92.7% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 21.81% | 50.05%-28.2pp | 176.28%-154.5pp | 578.55%-556.7pp |
| Employer contribution / active EE | $1,419 | $4,333-67.2% | $3,679-61.4% | $4,876-70.9% |
| Participant deferral / active EE | $1,821 | $4,478-59.3% | $3,897-53.3% | $5,439-66.5% |
| Admin fee / account holder | $921 | $6,332-85.5% | $5,194-82.3% | $10,885-91.5% |