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 | $19,875 | $202,318-90.2% | $172,739-88.5% | $152,861-87.0% |
| Participation rate | 89.5% | 87.1%+2.4pp | 82.6%+6.8pp | 82.4%+7.0pp |
| Annual return | 29.56% | 1029.65%-1000.1pp | 802.84%-773.3pp | 345.32%-315.8pp |
| Employer contribution / active EE | $5,019 | $5,856-14.3% | $5,143-2.4% | $4,762+5.4% |
| Participant deferral / active EE | $7,866 | $5,948+32.3% | $5,198+51.3% | $5,850+34.5% |
| Admin fee / account holder | $7,213 | $17,109-57.8% | $13,954-48.3% | $11,596-37.8% |