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 | $13,513 | $202,318-93.3% | $172,739-92.2% | $152,861-91.2% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.4%-12.4pp |
| Annual return | 46.83% | 1029.65%-982.8pp | 802.84%-756.0pp | 345.32%-298.5pp |
| Employer contribution / active EE | $2,105 | $5,856-64.1% | $5,143-59.1% | $4,762-55.8% |
| Participant deferral / active EE | $5,807 | $5,948-2.4% | $5,198+11.7% | $5,850-0.7% |
| Admin fee / account holder | $331 | $17,109-98.1% | $13,954-97.6% | $11,596-97.1% |