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 | $17,099 | $138,065-87.6% | $123,544-86.2% | $135,375-87.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 42.90% | 153.68%-110.8pp | 119.20%-76.3pp | 519.73%-476.8pp |
| Employer contribution / active EE | $1,624 | $5,151-68.5% | $4,628-64.9% | $4,779-66.0% |
| Participant deferral / active EE | $3,926 | $6,799-42.3% | $6,426-38.9% | $5,609-30.0% |
| Admin fee / account holder | $377 | $10,916-96.6% | $9,284-95.9% | $10,827-96.5% |