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 | $18,948 | $165,912-88.6% | $122,332-84.5% | $147,584-87.2% |
| Participation rate | 95.2% | 79.6%+15.7pp | 71.6%+23.6pp | 82.8%+12.4pp |
| Annual return | 16.75% | 34.55%-17.8pp | 30.27%-13.5pp | 578.55%-561.8pp |
| Employer contribution / active EE | $275 | $5,754-95.2% | $4,050-93.2% | $4,876-94.4% |
| Participant deferral / active EE | $1,797 | $4,005-55.1% | $3,287-45.3% | $5,439-67.0% |
| Admin fee / account holder | $1,149 | $7,424-84.5% | $5,478-79.0% | $10,885-89.4% |