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 | $3,647 | $81,632-95.5% | $70,449-94.8% | $158,922-97.7% |
| Participation rate | 95.0% | 77.7%+17.3pp | 75.1%+19.9pp | 82.0%+13.0pp |
| Annual return | 23.98% | 208.40%-184.4pp | 109.03%-85.0pp | 302.83%-278.8pp |
| Employer contribution / active EE | $1,140 | $3,217-64.6% | $2,737-58.3% | $4,761-76.0% |
| Participant deferral / active EE | $1,540 | $4,554-66.2% | $3,709-58.5% | $5,982-74.3% |
| Admin fee / account holder | $350 | $6,193-94.3% | $3,845-90.9% | $11,246-96.9% |