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 | $9,060 | $99,020-90.9% | $86,590-89.5% | $147,584-93.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 60.34% | 1312.34%-1252.0pp | 964.84%-904.5pp | 578.55%-518.2pp |
| Employer contribution / active EE | $1,143 | $3,132-63.5% | $2,839-59.7% | $4,876-76.6% |
| Participant deferral / active EE | $1,825 | $3,972-54.1% | $3,609-49.4% | $5,439-66.5% |
| Admin fee / account holder | $424 | $5,710-92.6% | $4,906-91.3% | $10,885-96.1% |