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 | $11,376 | $185,200-93.9% | $142,863-92.0% | $167,490-93.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 10.29% | 8555.70%-8545.4pp | 5637.54%-5627.3pp | 478.56%-468.3pp |
| Employer contribution / active EE | $2,453 | $5,604-56.2% | $4,144-40.8% | $4,837-49.3% |
| Participant deferral / active EE | $698 | $4,494-84.5% | $3,837-81.8% | $6,341-89.0% |
| Admin fee / account holder | $433 | $8,031-94.6% | $6,560-93.4% | $12,309-96.5% |