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 | $21,665 | $185,822-88.3% | $169,993-87.3% | $139,434-84.5% |
| Participation rate | 84.6% | 87.8%-3.1pp | 87.0%-2.4pp | 80.3%+4.3pp |
| Annual return | 10.94% | 60.50%-49.6pp | 53.37%-42.4pp | 372.94%-362.0pp |
| Employer contribution / active EE | $2,265 | $7,590-70.2% | $6,785-66.6% | $4,751-52.3% |
| Participant deferral / active EE | $5,816 | $11,622-50.0% | $10,408-44.1% | $6,710-13.3% |
| Admin fee / account holder | $15,989 | $15,381+4.0% | $12,815+24.8% | $11,403+40.2% |