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 | $26,856 | $183,963-85.4% | $162,163-83.4% | $152,861-82.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.55% | 150.76%-127.2pp | 115.59%-92.0pp | 345.32%-321.8pp |
| Employer contribution / active EE | $2,511 | $6,371-60.6% | $5,614-55.3% | $4,762-47.3% |
| Participant deferral / active EE | $7,657 | $8,034-4.7% | $7,298+4.9% | $5,850+30.9% |
| Admin fee / account holder | $3,671 | $13,121-72.0% | $10,843-66.1% | $11,596-68.3% |