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 | $15,838 | $165,912-90.5% | $122,332-87.1% | $147,584-89.3% |
| Participation rate | 82.4% | 79.6%+2.8pp | 71.6%+10.7pp | 82.8%-0.5pp |
| Annual return | 20.31% | 34.55%-14.2pp | 30.27%-10.0pp | 578.55%-558.2pp |
| Employer contribution / active EE | $1,109 | $5,754-80.7% | $4,050-72.6% | $4,876-77.3% |
| Participant deferral / active EE | $2,395 | $4,005-40.2% | $3,287-27.1% | $5,439-56.0% |
| Admin fee / account holder | $495 | $7,424-93.3% | $5,478-91.0% | $10,885-95.4% |