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 | $7,266 | $176,662-95.9% | $130,648-94.4% | $152,861-95.2% |
| Participation rate | 81.8% | 79.0%+2.9pp | 71.7%+10.1pp | 82.4%-0.6pp |
| Annual return | 22.02% | 2692.24%-2670.2pp | 1708.96%-1686.9pp | 345.32%-323.3pp |
| Employer contribution / active EE | $778 | $5,742-86.4% | $4,092-81.0% | $4,762-83.7% |
| Participant deferral / active EE | $875 | $4,361-79.9% | $3,603-75.7% | $5,850-85.0% |
| Admin fee / account holder | $379 | $7,133-94.7% | $5,464-93.1% | $11,596-96.7% |