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 | $20,210 | $103,376-80.4% | $87,100-76.8% | $152,861-86.8% |
| Participation rate | 86.7% | 79.3%+7.3pp | 76.9%+9.8pp | 82.4%+4.2pp |
| Annual return | 26.68% | 28.10%-1.4pp | 28.19%-1.5pp | 345.32%-318.6pp |
| Employer contribution / active EE | $3,951 | $3,220+22.7% | $2,521+56.7% | $4,762-17.0% |
| Participant deferral / active EE | $4,553 | $4,778-4.7% | $4,049+12.4% | $5,850-22.2% |
| Admin fee / account holder | $789 | $12,205-93.5% | $7,497-89.5% | $11,596-93.2% |