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 | $10,921 | $138,044-92.1% | $125,339-91.3% | $134,475-91.9% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | 76.04% | 750.33%-674.3pp | 572.05%-496.0pp | 417.96%-341.9pp |
| Employer contribution / active EE | $3,588 | $5,243-31.6% | $4,814-25.5% | $4,740-24.3% |
| Participant deferral / active EE | $4,016 | $7,799-48.5% | $7,446-46.1% | $6,400-37.3% |
| Admin fee / account holder | $645 | $11,571-94.4% | $10,010-93.6% | $11,426-94.4% |