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 | $11,720 | $105,998-88.9% | $92,233-87.3% | $147,584-92.1% |
| Participation rate | 73.3% | 80.4%-7.1pp | 76.5%-3.1pp | 82.8%-9.5pp |
| Annual return | 21.93% | 50.05%-28.1pp | 176.28%-154.3pp | 578.55%-556.6pp |
| Employer contribution / active EE | $974 | $4,333-77.5% | $3,679-73.5% | $4,876-80.0% |
| Participant deferral / active EE | $1,227 | $4,478-72.6% | $3,897-68.5% | $5,439-77.4% |
| Admin fee / account holder | $392 | $6,332-93.8% | $5,194-92.5% | $10,885-96.4% |