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 | $26,308 | $168,632-84.4% | $147,614-82.2% | $125,391-79.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 180.07% | 77.65%+102.4pp | 61.98%+118.1pp | 282.22%-102.2pp |
| Employer contribution / active EE | $2,994 | $6,252-52.1% | $5,564-46.2% | $4,866-38.5% |
| Participant deferral / active EE | $5,634 | $5,507+2.3% | $4,895+15.1% | $5,352+5.3% |
| Admin fee / account holder | $325 | $13,580-97.6% | $11,611-97.2% | $9,540-96.6% |