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 | $2,496 | $169,032-98.5% | $129,207-98.1% | $145,922-98.3% |
| Participation rate | 91.7% | 76.4%+15.2pp | 69.6%+22.1pp | 80.3%+11.4pp |
| Annual return | 15.28% | 14330.11%-14314.8pp | 9417.33%-9402.0pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,021 | $5,537-81.6% | $4,153-75.4% | $4,660-78.1% |
| Participant deferral / active EE | $1,514 | $4,987-69.6% | $4,168-63.7% | $6,688-77.4% |
| Admin fee / account holder | $910 | $9,954-90.9% | $7,715-88.2% | $13,397-93.2% |