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 | $8,013 | $99,020-91.9% | $86,590-90.7% | $147,584-94.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 44.16% | 1312.34%-1268.2pp | 964.84%-920.7pp | 578.55%-534.4pp |
| Employer contribution / active EE | $1,911 | $3,132-39.0% | $2,839-32.7% | $4,876-60.8% |
| Participant deferral / active EE | $4,284 | $3,972+7.8% | $3,609+18.7% | $5,439-21.2% |
| Admin fee / account holder | $838 | $5,710-85.3% | $4,906-82.9% | $10,885-92.3% |