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 | $32,032 | $198,466-83.9% | $170,442-81.2% | $147,584-78.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.86% | 257.29%-243.4pp | 205.93%-192.1pp | 578.55%-564.7pp |
| Employer contribution / active EE | $3,608 | $6,184-41.7% | $5,433-33.6% | $4,876-26.0% |
| Participant deferral / active EE | $7,448 | $5,629+32.3% | $4,939+50.8% | $5,439+37.0% |
| Admin fee / account holder | $8,775 | $16,852-47.9% | $13,880-36.8% | $10,885-19.4% |