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 | $17,660 | $168,632-89.5% | $147,614-88.0% | $125,391-85.9% |
| Participation rate | 77.8% | 88.8%-11.0pp | 84.6%-6.8pp | 83.2%-5.4pp |
| Annual return | 4.14% | 77.65%-73.5pp | 61.98%-57.8pp | 282.22%-278.1pp |
| Employer contribution / active EE | $1,649 | $6,252-73.6% | $5,564-70.4% | $4,866-66.1% |
| Participant deferral / active EE | $3,493 | $5,507-36.6% | $4,895-28.6% | $5,352-34.7% |
| Admin fee / account holder | $2,952 | $13,580-78.3% | $11,611-74.6% | $9,540-69.1% |