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 | $25,418 | $144,119-82.4% | $117,854-78.4% | $147,584-82.8% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 12.42% | 531.15%-518.7pp | 335.08%-322.7pp | 578.55%-566.1pp |
| Employer contribution / active EE | $1,711 | $4,896-65.1% | $3,786-54.8% | $4,876-64.9% |
| Participant deferral / active EE | $2,626 | $5,316-50.6% | $4,482-41.4% | $5,439-51.7% |
| Admin fee / account holder | $3,549 | $10,886-67.4% | $8,020-55.7% | $10,885-67.4% |