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 | $12,291 | $165,912-92.6% | $122,332-90.0% | $147,584-91.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 22.61% | 34.55%-11.9pp | 30.27%-7.7pp | 578.55%-555.9pp |
| Employer contribution / active EE | $2,173 | $5,754-62.2% | $4,050-46.4% | $4,876-55.4% |
| Participant deferral / active EE | $3,473 | $4,005-13.3% | $3,287+5.7% | $5,439-36.1% |
| Admin fee / account holder | $419 | $7,424-94.4% | $5,478-92.4% | $10,885-96.2% |