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 | $10,152 | $81,632-87.6% | $70,449-85.6% | $158,922-93.6% |
| Participation rate | 94.4% | 77.7%+16.7pp | 75.1%+19.4pp | 82.0%+12.5pp |
| Annual return | 35.01% | 208.40%-173.4pp | 109.03%-74.0pp | 302.83%-267.8pp |
| Employer contribution / active EE | $1,853 | $3,217-42.4% | $2,737-32.3% | $4,761-61.1% |
| Participant deferral / active EE | $2,725 | $4,554-40.2% | $3,709-26.5% | $5,982-54.4% |
| Admin fee / account holder | $696 | $6,193-88.8% | $3,845-81.9% | $11,246-93.8% |