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 | $11,628 | $165,912-93.0% | $122,332-90.5% | $147,584-92.1% |
| Participation rate | 75.0% | 79.6%-4.6pp | 71.6%+3.4pp | 82.8%-7.8pp |
| Annual return | 19.27% | 34.55%-15.3pp | 30.27%-11.0pp | 578.55%-559.3pp |
| Employer contribution / active EE | $1,345 | $5,754-76.6% | $4,050-66.8% | $4,876-72.4% |
| Participant deferral / active EE | $1,884 | $4,005-53.0% | $3,287-42.7% | $5,439-65.4% |
| Admin fee / account holder | $321 | $7,424-95.7% | $5,478-94.1% | $10,885-97.0% |