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 | $14,534 | $232,540-93.7% | $185,117-92.1% | $147,584-90.2% |
| Participation rate | 88.9% | 82.4%+6.5pp | 77.3%+11.6pp | 82.8%+6.1pp |
| Annual return | 19.31% | 43.03%-23.7pp | 40.50%-21.2pp | 578.55%-559.2pp |
| Employer contribution / active EE | $1,769 | $5,195-66.0% | $4,182-57.7% | $4,876-63.7% |
| Participant deferral / active EE | $3,095 | $5,834-46.9% | $5,045-38.7% | $5,439-43.1% |
| Admin fee / account holder | $717 | $10,275-93.0% | $8,159-91.2% | $10,885-93.4% |