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 | $17,975 | $160,055-88.8% | $140,016-87.2% | $135,375-86.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 4.82% | 911.38%-906.6pp | 651.12%-646.3pp | 519.73%-514.9pp |
| Employer contribution / active EE | $3,846 | $6,420-40.1% | $5,606-31.4% | $4,779-19.5% |
| Participant deferral / active EE | $16,783 | $7,642+119.6% | $6,927+142.3% | $5,609+199.2% |
| Admin fee / account holder | $51,291 | $13,328+284.8% | $10,705+379.1% | $10,827+373.7% |