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 | $2,859 | $150,440-98.1% | $136,294-97.9% | $147,584-98.1% |
| Participation rate | 78.6% | 84.4%-5.9pp | 81.9%-3.3pp | 82.8%-4.3pp |
| Annual return | 29.13% | 1049.08%-1020.0pp | 5155.94%-5126.8pp | 578.55%-549.4pp |
| Employer contribution / active EE | $1,136 | $5,256-78.4% | $4,695-75.8% | $4,876-76.7% |
| Participant deferral / active EE | $2,696 | $6,630-59.3% | $6,247-56.9% | $5,439-50.4% |
| Admin fee / account holder | $2,219 | $10,905-79.7% | $9,243-76.0% | $10,885-79.6% |