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 | $14,268 | $105,998-86.5% | $92,233-84.5% | $147,584-90.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 27.80% | 50.05%-22.2pp | 176.28%-148.5pp | 578.55%-550.8pp |
| Employer contribution / active EE | $1,632 | $4,333-62.3% | $3,679-55.7% | $4,876-66.5% |
| Participant deferral / active EE | $5,711 | $4,478+27.5% | $3,897+46.6% | $5,439+5.0% |
| Admin fee / account holder | $775 | $6,332-87.8% | $5,194-85.1% | $10,885-92.9% |