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 | $14,346 | $107,334-86.6% | $92,893-84.6% | $152,861-90.6% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.4%+8.5pp |
| Annual return | 20.76% | 145.58%-124.8pp | 109.41%-88.7pp | 345.32%-324.6pp |
| Employer contribution / active EE | $1,917 | $4,221-54.6% | $3,653-47.5% | $4,762-59.8% |
| Participant deferral / active EE | $3,466 | $4,845-28.5% | $4,236-18.2% | $5,850-40.8% |
| Admin fee / account holder | $579 | $7,079-91.8% | $5,794-90.0% | $11,596-95.0% |