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 | $20,019 | $144,119-86.1% | $117,854-83.0% | $147,584-86.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 24.04% | 531.15%-507.1pp | 335.08%-311.0pp | 578.55%-554.5pp |
| Employer contribution / active EE | $2,508 | $4,896-48.8% | $3,786-33.8% | $4,876-48.6% |
| Participant deferral / active EE | $4,771 | $5,316-10.3% | $4,482+6.5% | $5,439-12.3% |
| Admin fee / account holder | $388 | $10,886-96.4% | $8,020-95.2% | $10,885-96.4% |