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 | $25,563 | $201,272-87.3% | $184,203-86.1% | $145,922-82.5% |
| Participation rate | 73.3% | 87.5%-14.2pp | 86.8%-13.5pp | 80.3%-6.9pp |
| Annual return | 10.36% | 29.00%-18.6pp | 28.81%-18.5pp | 561.29%-550.9pp |
| Employer contribution / active EE | $2,383 | $7,022-66.1% | $6,427-62.9% | $4,660-48.9% |
| Participant deferral / active EE | $5,180 | $9,806-47.2% | $9,131-43.3% | $6,688-22.5% |
| Admin fee / account holder | $614 | $16,364-96.2% | $13,901-95.6% | $13,397-95.4% |