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 | $12,727 | $105,998-88.0% | $92,233-86.2% | $147,584-91.4% |
| Participation rate | 95.0% | 80.4%+14.6pp | 76.5%+18.5pp | 82.8%+12.2pp |
| Annual return | 16.63% | 50.05%-33.4pp | 176.28%-159.7pp | 578.55%-561.9pp |
| Employer contribution / active EE | $775 | $4,333-82.1% | $3,679-78.9% | $4,876-84.1% |
| Participant deferral / active EE | $1,693 | $4,478-62.2% | $3,897-56.6% | $5,439-68.9% |
| Admin fee / account holder | $1,261 | $6,332-80.1% | $5,194-75.7% | $10,885-88.4% |