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 | $19,150 | $138,065-86.1% | $123,544-84.5% | $135,375-85.9% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | 15.09% | 153.68%-138.6pp | 119.20%-104.1pp | 519.73%-504.6pp |
| Employer contribution / active EE | $2,107 | $5,151-59.1% | $4,628-54.5% | $4,779-55.9% |
| Participant deferral / active EE | $8,743 | $6,799+28.6% | $6,426+36.1% | $5,609+55.9% |
| Admin fee / account holder | $1,657 | $10,916-84.8% | $9,284-82.1% | $10,827-84.7% |