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 | $18,301 | $198,466-90.8% | $170,442-89.3% | $147,584-87.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.46% | 257.29%-244.8pp | 205.93%-193.5pp | 578.55%-566.1pp |
| Employer contribution / active EE | $1,524 | $6,184-75.4% | $5,433-71.9% | $4,876-68.7% |
| Participant deferral / active EE | $3,000 | $5,629-46.7% | $4,939-39.3% | $5,439-44.8% |
| Admin fee / account holder | $37,179 | $16,852+120.6% | $13,880+167.9% | $10,885+241.6% |