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 | $17,605 | $144,119-87.8% | $117,854-85.1% | $147,584-88.1% |
| Participation rate | 81.3% | 83.4%-2.2pp | 79.7%+1.6pp | 82.8%-1.6pp |
| Annual return | 11.39% | 531.15%-519.8pp | 335.08%-323.7pp | 578.55%-567.2pp |
| Employer contribution / active EE | $1,601 | $4,896-67.3% | $3,786-57.7% | $4,876-67.2% |
| Participant deferral / active EE | $2,482 | $5,316-53.3% | $4,482-44.6% | $5,439-54.4% |
| Admin fee / account holder | $539 | $10,886-95.0% | $8,020-93.3% | $10,885-95.0% |