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 | $13,122 | $107,334-87.8% | $92,893-85.9% | $152,861-91.4% |
| Participation rate | 81.8% | 79.8%+2.0pp | 76.0%+5.8pp | 82.4%-0.6pp |
| Annual return | 25.21% | 145.58%-120.4pp | 109.41%-84.2pp | 345.32%-320.1pp |
| Employer contribution / active EE | $1,220 | $4,221-71.1% | $3,653-66.6% | $4,762-74.4% |
| Participant deferral / active EE | $2,511 | $4,845-48.2% | $4,236-40.7% | $5,850-57.1% |
| Admin fee / account holder | $5,358 | $7,079-24.3% | $5,794-7.5% | $11,596-53.8% |