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 | $27,078 | $209,832-87.1% | $189,513-85.7% | $167,490-83.8% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 22.85% | 748.27%-725.4pp | 555.15%-532.3pp | 478.56%-455.7pp |
| Employer contribution / active EE | $2,224 | $6,914-67.8% | $6,162-63.9% | $4,837-54.0% |
| Participant deferral / active EE | $5,890 | $8,935-34.1% | $8,221-28.4% | $6,341-7.1% |
| Admin fee / account holder | $3,466 | $14,293-75.7% | $12,045-71.2% | $12,309-71.8% |