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 | $26,214 | $209,411-87.5% | $178,490-85.3% | $158,922-83.5% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 8.92% | 188.75%-179.8pp | 151.07%-142.1pp | 302.83%-293.9pp |
| Employer contribution / active EE | $1,381 | $5,706-75.8% | $5,011-72.4% | $4,761-71.0% |
| Participant deferral / active EE | $2,393 | $5,954-59.8% | $5,202-54.0% | $5,982-60.0% |
| Admin fee / account holder | $1,417 | $17,074-91.7% | $13,984-89.9% | $11,246-87.4% |