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 | $4,482 | $99,020-95.5% | $86,590-94.8% | $147,584-97.0% |
| Participation rate | 90.0% | 76.3%+13.7pp | 73.5%+16.5pp | 82.8%+7.2pp |
| Annual return | 18.89% | 1312.34%-1293.4pp | 964.84%-946.0pp | 578.55%-559.7pp |
| Employer contribution / active EE | $1,058 | $3,132-66.2% | $2,839-62.7% | $4,876-78.3% |
| Participant deferral / active EE | $1,690 | $3,972-57.5% | $3,609-53.2% | $5,439-68.9% |
| Admin fee / account holder | $328 | $5,710-94.3% | $4,906-93.3% | $10,885-97.0% |