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 | $27,061 | $144,119-81.2% | $117,854-77.0% | $147,584-81.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 21.50% | 531.15%-509.6pp | 335.08%-313.6pp | 578.55%-557.0pp |
| Employer contribution / active EE | $1,690 | $4,896-65.5% | $3,786-55.4% | $4,876-65.3% |
| Participant deferral / active EE | $4,810 | $5,316-9.5% | $4,482+7.3% | $5,439-11.6% |
| Admin fee / account holder | $824 | $10,886-92.4% | $8,020-89.7% | $10,885-92.4% |