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 | $12,277 | $99,020-87.6% | $86,590-85.8% | $147,584-91.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.10% | 1312.34%-1292.2pp | 964.84%-944.7pp | 578.55%-558.5pp |
| Employer contribution / active EE | $1,386 | $3,132-55.8% | $2,839-51.2% | $4,876-71.6% |
| Participant deferral / active EE | $1,336 | $3,972-66.4% | $3,609-63.0% | $5,439-75.4% |
| Admin fee / account holder | $527 | $5,710-90.8% | $4,906-89.2% | $10,885-95.2% |