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 | $9,340 | $210,648-95.6% | $177,989-94.8% | $145,922-93.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.19% | 385.86%-375.7pp | 294.48%-284.3pp | 561.29%-551.1pp |
| Employer contribution / active EE | $1,753 | $4,565-61.6% | $3,949-55.6% | $4,660-62.4% |
| Participant deferral / active EE | $1,973 | $6,958-71.6% | $6,276-68.6% | $6,688-70.5% |
| Admin fee / account holder | $357 | $12,013-97.0% | $10,363-96.6% | $13,397-97.3% |