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 | $19,456 | $135,952-85.7% | $123,892-84.3% | $273,961-92.9% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 10.21% | 56.63%-46.4pp | 47.52%-37.3pp | 41.45%-31.2pp |
| Employer contribution / active EE | $2,235 | $5,170-56.8% | $4,617-51.6% | $4,869-54.1% |
| Participant deferral / active EE | $4,482 | $6,343-29.3% | $5,984-25.1% | $5,287-15.2% |
| Admin fee / account holder | $304 | $9,817-96.9% | $8,357-96.4% | $10,132-97.0% |