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 | $13,000 | $159,602-91.9% | $150,045-91.3% | $142,382-90.9% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 45.19% | 70.24%-25.0pp | 62.55%-17.4pp | 217.08%-171.9pp |
| Employer contribution / active EE | $1,583 | $4,961-68.1% | $4,693-66.3% | $4,299-63.2% |
| Participant deferral / active EE | $5,775 | $8,310-30.5% | $7,997-27.8% | $6,507-11.2% |
| Admin fee / account holder | $372 | $14,846-97.5% | $13,435-97.2% | $12,624-97.1% |