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 | $11,924 | $107,334-88.9% | $92,893-87.2% | $152,861-92.2% |
| Participation rate | 93.8% | 79.8%+14.0pp | 76.0%+17.7pp | 82.4%+11.3pp |
| Annual return | 21.52% | 145.58%-124.1pp | 109.41%-87.9pp | 345.32%-323.8pp |
| Employer contribution / active EE | $1,696 | $4,221-59.8% | $3,653-53.6% | $4,762-64.4% |
| Participant deferral / active EE | $1,637 | $4,845-66.2% | $4,236-61.4% | $5,850-72.0% |
| Admin fee / account holder | $1,165 | $7,079-83.5% | $5,794-79.9% | $11,596-90.0% |