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 | $15,459 | $105,998-85.4% | $92,233-83.2% | $147,584-89.5% |
| Participation rate | 94.4% | 80.4%+14.0pp | 76.5%+18.0pp | 82.8%+11.6pp |
| Annual return | 34.89% | 50.05%-15.2pp | 176.28%-141.4pp | 578.55%-543.7pp |
| Employer contribution / active EE | $2,130 | $4,333-50.8% | $3,679-42.1% | $4,876-56.3% |
| Participant deferral / active EE | $3,155 | $4,478-29.5% | $3,897-19.0% | $5,439-42.0% |
| Admin fee / account holder | $566 | $6,332-91.1% | $5,194-89.1% | $10,885-94.8% |