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 5-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 | $13,135 | $210,648-93.8% | $177,989-92.6% | $145,922-91.0% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 16.68% | 385.86%-369.2pp | 294.48%-277.8pp | 561.29%-544.6pp |
| Employer contribution / active EE | $816 | $4,565-82.1% | $3,949-79.3% | $4,660-82.5% |
| Participant deferral / active EE | $2,444 | $6,958-64.9% | $6,276-61.1% | $6,688-63.5% |
| Admin fee / account holder | $432 | $12,013-96.4% | $10,363-95.8% | $13,397-96.8% |