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 | $15,589 | $232,540-93.3% | $185,117-91.6% | $147,584-89.4% |
| Participation rate | 88.9% | 82.4%+6.5pp | 77.3%+11.6pp | 82.8%+6.1pp |
| Annual return | 17.16% | 43.03%-25.9pp | 40.50%-23.3pp | 578.55%-561.4pp |
| Employer contribution / active EE | $2,012 | $5,195-61.3% | $4,182-51.9% | $4,876-58.7% |
| Participant deferral / active EE | $1,419 | $5,834-75.7% | $5,045-71.9% | $5,439-73.9% |
| Admin fee / account holder | $1,264 | $10,275-87.7% | $8,159-84.5% | $10,885-88.4% |