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 | $20,278 | $228,332-91.1% | $185,823-89.1% | $158,922-87.2% |
| Participation rate | 76.9% | 82.3%-5.4pp | 78.0%-1.1pp | 82.0%-5.0pp |
| Annual return | 19.09% | 40.80%-21.7pp | 35.95%-16.9pp | 302.83%-283.7pp |
| Employer contribution / active EE | $1,752 | $4,967-64.7% | $4,087-57.1% | $4,761-63.2% |
| Participant deferral / active EE | $3,594 | $6,415-44.0% | $5,632-36.2% | $5,982-39.9% |
| Admin fee / account holder | $983 | $11,864-91.7% | $9,500-89.7% | $11,246-91.3% |