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 | $14,370 | $115,770-87.6% | $101,248-85.8% | $158,922-91.0% |
| Participation rate | 93.3% | 79.4%+14.0pp | 75.8%+17.5pp | 82.0%+11.4pp |
| Annual return | 94.54% | 56.14%+38.4pp | 46.47%+48.1pp | 302.83%-208.3pp |
| Employer contribution / active EE | $5,632 | $4,175+34.9% | $3,660+53.9% | $4,761+18.3% |
| Participant deferral / active EE | $1,746 | $4,957-64.8% | $4,370-60.0% | $5,982-70.8% |
| Admin fee / account holder | $765 | $7,245-89.4% | $5,945-87.1% | $11,246-93.2% |