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 | $6,095 | $73,515-91.7% | $62,995-90.3% | $147,584-95.9% |
| Participation rate | 82.6% | 77.9%+4.7pp | 74.8%+7.8pp | 82.8%-0.2pp |
| Annual return | 22.13% | 175.43%-153.3pp | 87.57%-65.4pp | 578.55%-556.4pp |
| Employer contribution / active EE | $989 | $3,320-70.2% | $2,759-64.1% | $4,876-79.7% |
| Participant deferral / active EE | $2,190 | $4,185-47.7% | $3,329-34.2% | $5,439-59.7% |
| Admin fee / account holder | $684 | $5,953-88.5% | $3,600-81.0% | $10,885-93.7% |