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 | $22,177 | $168,632-86.8% | $147,614-85.0% | $125,391-82.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 13.84% | 77.65%-63.8pp | 61.98%-48.1pp | 282.22%-268.4pp |
| Employer contribution / active EE | $3,465 | $6,252-44.6% | $5,564-37.7% | $4,866-28.8% |
| Participant deferral / active EE | $3,703 | $5,507-32.8% | $4,895-24.4% | $5,352-30.8% |
| Admin fee / account holder | $541 | $13,580-96.0% | $11,611-95.3% | $9,540-94.3% |