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 | $11,331 | $202,318-94.4% | $172,739-93.4% | $152,861-92.6% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 19.34% | 1029.65%-1010.3pp | 802.84%-783.5pp | 345.32%-326.0pp |
| Employer contribution / active EE | $2,074 | $5,856-64.6% | $5,143-59.7% | $4,762-56.4% |
| Participant deferral / active EE | $2,828 | $5,948-52.5% | $5,198-45.6% | $5,850-51.7% |
| Admin fee / account holder | $1,687 | $17,109-90.1% | $13,954-87.9% | $11,596-85.4% |