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 | $23,407 | $198,466-88.2% | $170,442-86.3% | $147,584-84.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.99% | 257.29%-245.3pp | 205.93%-193.9pp | 578.55%-566.6pp |
| Employer contribution / active EE | $2,357 | $6,184-61.9% | $5,433-56.6% | $4,876-51.7% |
| Participant deferral / active EE | $2,076 | $5,629-63.1% | $4,939-58.0% | $5,439-61.8% |
| Admin fee / account holder | $2,919 | $16,852-82.7% | $13,880-79.0% | $10,885-73.2% |