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 | $25,510 | $198,466-87.1% | $170,442-85.0% | $147,584-82.7% |
| Participation rate | 73.3% | 88.0%-14.6pp | 83.6%-10.3pp | 82.8%-9.5pp |
| Annual return | 21.27% | 257.29%-236.0pp | 205.93%-184.7pp | 578.55%-557.3pp |
| Employer contribution / active EE | $1,502 | $6,184-75.7% | $5,433-72.4% | $4,876-69.2% |
| Participant deferral / active EE | $4,175 | $5,629-25.8% | $4,939-15.5% | $5,439-23.2% |
| Admin fee / account holder | $379 | $16,852-97.7% | $13,880-97.3% | $10,885-96.5% |