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 | $9,241 | $111,724-91.7% | $93,606-90.1% | $145,922-93.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 27.57% | 202.98%-175.4pp | 133.20%-105.6pp | 561.29%-533.7pp |
| Employer contribution / active EE | $763 | $3,090-75.3% | $2,420-68.5% | $4,660-83.6% |
| Participant deferral / active EE | $10,046 | $4,912+104.5% | $4,411+127.7% | $6,688+50.2% |
| Admin fee / account holder | $33,941 | $10,250+231.1% | $8,285+309.7% | $13,397+153.4% |