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 | $20,641 | $124,319-83.4% | $111,297-81.5% | $167,490-87.7% |
| Participation rate | 95.7% | 79.6%+16.0pp | 77.3%+18.3pp | 82.1%+13.5pp |
| Annual return | 9.75% | 37.44%-27.7pp | 54.65%-44.9pp | 478.56%-468.8pp |
| Employer contribution / active EE | $947 | $3,435-72.4% | $2,731-65.3% | $4,837-80.4% |
| Participant deferral / active EE | $2,850 | $5,180-45.0% | $4,487-36.5% | $6,341-55.0% |
| Admin fee / account holder | $1,156 | $10,618-89.1% | $7,964-85.5% | $12,309-90.6% |