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 | $7,492 | $210,648-96.4% | $177,989-95.8% | $145,922-94.9% |
| Participation rate | 94.4% | 80.8%+13.7pp | 77.1%+17.4pp | 80.3%+14.2pp |
| Annual return | 8.22% | 385.86%-377.6pp | 294.48%-286.3pp | 561.29%-553.1pp |
| Employer contribution / active EE | $2,623 | $4,565-42.5% | $3,949-33.6% | $4,660-43.7% |
| Participant deferral / active EE | $2,857 | $6,958-58.9% | $6,276-54.5% | $6,688-57.3% |
| Admin fee / account holder | $13,759 | $12,013+14.5% | $10,363+32.8% | $13,397+2.7% |