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 | $19,977 | $138,065-85.5% | $123,544-83.8% | $135,375-85.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 32.49% | 153.68%-121.2pp | 119.20%-86.7pp | 519.73%-487.2pp |
| Employer contribution / active EE | $1,248 | $5,151-75.8% | $4,628-73.0% | $4,779-73.9% |
| Participant deferral / active EE | $5,760 | $6,799-15.3% | $6,426-10.4% | $5,609+2.7% |
| Admin fee / account holder | $9,976 | $10,916-8.6% | $9,284+7.5% | $10,827-7.9% |