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 | $30,124 | $183,963-83.6% | $162,163-81.4% | $152,861-80.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.32% | 150.76%-126.4pp | 115.59%-91.3pp | 345.32%-321.0pp |
| Employer contribution / active EE | $2,348 | $6,371-63.2% | $5,614-58.2% | $4,762-50.7% |
| Participant deferral / active EE | $3,085 | $8,034-61.6% | $7,298-57.7% | $5,850-47.3% |
| Admin fee / account holder | $1,787 | $13,121-86.4% | $10,843-83.5% | $11,596-84.6% |