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 | $12,705 | $165,912-92.3% | $122,332-89.6% | $147,584-91.4% |
| Participation rate | 83.3% | 79.6%+3.8pp | 71.6%+11.7pp | 82.8%+0.5pp |
| Annual return | 20.79% | 34.55%-13.8pp | 30.27%-9.5pp | 578.55%-557.8pp |
| Employer contribution / active EE | $1,204 | $5,754-79.1% | $4,050-70.3% | $4,876-75.3% |
| Participant deferral / active EE | $3,730 | $4,005-6.9% | $3,287+13.5% | $5,439-31.4% |
| Admin fee / account holder | $606 | $7,424-91.8% | $5,478-88.9% | $10,885-94.4% |