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 | $17,299 | $124,319-86.1% | $111,297-84.5% | $167,490-89.7% |
| Participation rate | 77.8% | 79.6%-1.8pp | 77.3%+0.5pp | 82.1%-4.3pp |
| Annual return | 673.34% | 37.44%+635.9pp | 54.65%+618.7pp | 478.56%+194.8pp |
| Employer contribution / active EE | $1,313 | $3,435-61.8% | $2,731-51.9% | $4,837-72.9% |
| Participant deferral / active EE | $4,315 | $5,180-16.7% | $4,487-3.8% | $6,341-32.0% |
| Admin fee / account holder | $1,199 | $10,618-88.7% | $7,964-84.9% | $12,309-90.3% |