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 | $20,596 | $226,064-90.9% | $182,532-88.7% | $152,861-86.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 19.66% | 192.51%-172.8pp | 148.54%-128.9pp | 345.32%-325.7pp |
| Employer contribution / active EE | $2,653 | $4,978-46.7% | $4,076-34.9% | $4,762-44.3% |
| Participant deferral / active EE | $2,893 | $6,368-54.6% | $5,524-47.6% | $5,850-50.5% |
| Admin fee / account holder | $5,570 | $10,703-48.0% | $8,592-35.2% | $11,596-52.0% |