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 | $10,702 | $105,998-89.9% | $92,233-88.4% | $147,584-92.7% |
| Participation rate | 95.8% | 80.4%+15.4pp | 76.5%+19.4pp | 82.8%+13.0pp |
| Annual return | 25.82% | 50.05%-24.2pp | 176.28%-150.5pp | 578.55%-552.7pp |
| Employer contribution / active EE | $2,357 | $4,333-45.6% | $3,679-36.0% | $4,876-51.7% |
| Participant deferral / active EE | $5,426 | $4,478+21.2% | $3,897+39.2% | $5,439-0.2% |
| Admin fee / account holder | $1,191 | $6,332-81.2% | $5,194-77.1% | $10,885-89.1% |