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 | $4,198 | $226,064-98.1% | $182,532-97.7% | $152,861-97.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 23.36% | 192.51%-169.1pp | 148.54%-125.2pp | 345.32%-322.0pp |
| Employer contribution / active EE | $688 | $4,978-86.2% | $4,076-83.1% | $4,762-85.5% |
| Participant deferral / active EE | $1,377 | $6,368-78.4% | $5,524-75.1% | $5,850-76.5% |
| Admin fee / account holder | $1,006 | $10,703-90.6% | $8,592-88.3% | $11,596-91.3% |