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 | $5,285 | $105,998-95.0% | $92,233-94.3% | $147,584-96.4% |
| Participation rate | 93.3% | 80.4%+12.9pp | 76.5%+16.9pp | 82.8%+10.5pp |
| Annual return | 30.07% | 50.05%-20.0pp | 176.28%-146.2pp | 578.55%-548.5pp |
| Employer contribution / active EE | $2,381 | $4,333-45.0% | $3,679-35.3% | $4,876-51.2% |
| Participant deferral / active EE | $2,692 | $4,478-39.9% | $3,897-30.9% | $5,439-50.5% |
| Admin fee / account holder | $555 | $6,332-91.2% | $5,194-89.3% | $10,885-94.9% |