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 | $27,461 | $144,119-80.9% | $117,854-76.7% | $147,584-81.4% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 22.36% | 531.15%-508.8pp | 335.08%-312.7pp | 578.55%-556.2pp |
| Employer contribution / active EE | $7,562 | $4,896+54.4% | $3,786+99.7% | $4,876+55.1% |
| Participant deferral / active EE | $4,619 | $5,316-13.1% | $4,482+3.1% | $5,439-15.1% |
| Admin fee / account holder | $27,588 | $10,886+153.4% | $8,020+244.0% | $10,885+153.4% |