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 | $16,870 | $176,662-90.5% | $130,648-87.1% | $152,861-89.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 22.11% | 2692.24%-2670.1pp | 1708.96%-1686.9pp | 345.32%-323.2pp |
| Employer contribution / active EE | $1,069 | $5,742-81.4% | $4,092-73.9% | $4,762-77.6% |
| Participant deferral / active EE | $1,839 | $4,361-57.8% | $3,603-48.9% | $5,850-68.6% |
| Admin fee / account holder | $674 | $7,133-90.6% | $5,464-87.7% | $11,596-94.2% |