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 | $16,073 | $198,466-91.9% | $170,442-90.6% | $147,584-89.1% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 24.68% | 257.29%-232.6pp | 205.93%-181.3pp | 578.55%-553.9pp |
| Employer contribution / active EE | $1,545 | $6,184-75.0% | $5,433-71.6% | $4,876-68.3% |
| Participant deferral / active EE | $2,563 | $5,629-54.5% | $4,939-48.1% | $5,439-52.9% |
| Admin fee / account holder | $5,734 | $16,852-66.0% | $13,880-58.7% | $10,885-47.3% |