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 | $10,084 | $105,998-90.5% | $92,233-89.1% | $147,584-93.2% |
| Participation rate | 84.6% | 80.4%+4.2pp | 76.5%+8.1pp | 82.8%+1.8pp |
| Annual return | 27.58% | 50.05%-22.5pp | 176.28%-148.7pp | 578.55%-551.0pp |
| Employer contribution / active EE | $1,797 | $4,333-58.5% | $3,679-51.2% | $4,876-63.1% |
| Participant deferral / active EE | $3,018 | $4,478-32.6% | $3,897-22.5% | $5,439-44.5% |
| Admin fee / account holder | $673 | $6,332-89.4% | $5,194-87.0% | $10,885-93.8% |