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 | $9,994 | $99,020-89.9% | $86,590-88.5% | $147,584-93.2% |
| Participation rate | 71.4% | 76.3%-4.9pp | 73.5%-2.1pp | 82.8%-11.4pp |
| Annual return | 21.19% | 1312.34%-1291.2pp | 964.84%-943.7pp | 578.55%-557.4pp |
| Employer contribution / active EE | $2,495 | $3,132-20.3% | $2,839-12.1% | $4,876-48.8% |
| Participant deferral / active EE | $5,711 | $3,972+43.8% | $3,609+58.3% | $5,439+5.0% |
| Admin fee / account holder | $6,369 | $5,710+11.5% | $4,906+29.8% | $10,885-41.5% |