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 | $24,768 | $138,347-82.1% | $184,203-86.6% | $80,856-69.4% |
| Participation rate | 97.3% | 83.9%+13.4pp | 86.8%+10.5pp | 67.6%+29.7pp |
| Annual return | 61.43% | 20.02%+41.4pp | 28.81%+32.6pp | 35.59%+25.8pp |
| Employer contribution / active EE | $1,849 | $4,850-61.9% | $6,427-71.2% | $2,755-32.9% |
| Participant deferral / active EE | $3,420 | $7,071-51.6% | $9,131-62.5% | $4,296-20.4% |
| Admin fee / account holder | $1,100 | $10,483-89.5% | $13,901-92.1% | $6,918-84.1% |