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 | $19,368 | $77,813-75.1% | $123,544-84.3% | $64,186-69.8% |
| Participation rate | 91.1% | 74.7%+16.4pp | 82.3%+8.8pp | 69.6%+21.5pp |
| Annual return | 172.02% | 12.48%+159.5pp | 119.20%+52.8pp | 7.63%+164.4pp |
| Employer contribution / active EE | $1,021 | $3,014-66.1% | $4,628-77.9% | $2,381-57.1% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $323 | $5,519-94.1% | $9,284-96.5% | $4,888-93.4% |