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 | $12,284 | $84,149-85.4% | $76,080-83.9% | $167,490-92.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.4%+20.6pp | 82.1%+17.9pp |
| Annual return | 16.32% | 54.99%-38.7pp | 42.50%-26.2pp | 478.56%-462.2pp |
| Employer contribution / active EE | $2,453 | $4,618-46.9% | $3,962-38.1% | $4,837-49.3% |
| Participant deferral / active EE | $3,699 | $5,796-36.2% | $4,905-24.6% | $6,341-41.7% |
| Admin fee / account holder | $1,878 | $6,410-70.7% | $4,883-61.5% | $12,309-84.7% |