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 | $23,698 | $198,466-88.1% | $170,442-86.1% | $147,584-83.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.20% | 257.29%-241.1pp | 205.93%-189.7pp | 578.55%-562.3pp |
| Employer contribution / active EE | $2,374 | $6,184-61.6% | $5,433-56.3% | $4,876-51.3% |
| Participant deferral / active EE | $3,362 | $5,629-40.3% | $4,939-31.9% | $5,439-38.2% |
| Admin fee / account holder | $307 | $16,852-98.2% | $13,880-97.8% | $10,885-97.2% |