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 | $14,575 | $202,318-92.8% | $172,739-91.6% | $152,861-90.5% |
| Participation rate | 73.3% | 87.1%-13.7pp | 82.6%-9.3pp | 82.4%-9.1pp |
| Annual return | 38.16% | 1029.65%-991.5pp | 802.84%-764.7pp | 345.32%-307.2pp |
| Employer contribution / active EE | $2,394 | $5,856-59.1% | $5,143-53.4% | $4,762-49.7% |
| Participant deferral / active EE | $3,835 | $5,948-35.5% | $5,198-26.2% | $5,850-34.4% |
| Admin fee / account holder | $8,818 | $17,109-48.5% | $13,954-36.8% | $11,596-24.0% |