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 | $12,037 | $105,998-88.6% | $92,233-86.9% | $147,584-91.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 25.48% | 50.05%-24.6pp | 176.28%-150.8pp | 578.55%-553.1pp |
| Employer contribution / active EE | $1,523 | $4,333-64.9% | $3,679-58.6% | $4,876-68.8% |
| Participant deferral / active EE | $1,746 | $4,478-61.0% | $3,897-55.2% | $5,439-67.9% |
| Admin fee / account holder | $463 | $6,332-92.7% | $5,194-91.1% | $10,885-95.7% |