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 | $25,472 | $198,466-87.2% | $170,442-85.1% | $147,584-82.7% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 20.79% | 257.29%-236.5pp | 205.93%-185.1pp | 578.55%-557.8pp |
| Employer contribution / active EE | $3,220 | $6,184-47.9% | $5,433-40.7% | $4,876-34.0% |
| Participant deferral / active EE | $11,564 | $5,629+105.4% | $4,939+134.1% | $5,439+112.6% |
| Admin fee / account holder | $381 | $16,852-97.7% | $13,880-97.3% | $10,885-96.5% |