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 | $17,977 | $157,256-88.6% | $141,162-87.3% | $152,861-88.2% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 25.63% | 64.32%-38.7pp | 71.39%-45.8pp | 345.32%-319.7pp |
| Employer contribution / active EE | $2,137 | $5,261-59.4% | $4,735-54.9% | $4,762-55.1% |
| Participant deferral / active EE | $4,546 | $7,109-36.1% | $6,709-32.2% | $5,850-22.3% |
| Admin fee / account holder | $2,212 | $12,120-81.7% | $10,261-78.4% | $11,596-80.9% |