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 | $24,097 | $198,466-87.9% | $170,442-85.9% | $147,584-83.7% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 10.34% | 257.29%-247.0pp | 205.93%-195.6pp | 578.55%-568.2pp |
| Employer contribution / active EE | $6,724 | $6,184+8.7% | $5,433+23.8% | $4,876+37.9% |
| Participant deferral / active EE | $7,543 | $5,629+34.0% | $4,939+52.7% | $5,439+38.7% |
| Admin fee / account holder | $11,120 | $16,852-34.0% | $13,880-19.9% | $10,885+2.2% |