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 | $20,845 | $144,119-85.5% | $117,854-82.3% | $147,584-85.9% |
| Participation rate | 93.3% | 83.4%+9.9pp | 79.7%+13.7pp | 82.8%+10.5pp |
| Annual return | 13.27% | 531.15%-517.9pp | 335.08%-321.8pp | 578.55%-565.3pp |
| Employer contribution / active EE | $1,728 | $4,896-64.7% | $3,786-54.4% | $4,876-64.6% |
| Participant deferral / active EE | $5,616 | $5,316+5.6% | $4,482+25.3% | $5,439+3.3% |
| Admin fee / account holder | $15,706 | $10,886+44.3% | $8,020+95.8% | $10,885+44.3% |