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 | $22,888 | $198,466-88.5% | $170,442-86.6% | $147,584-84.5% |
| Participation rate | 77.8% | 88.0%-10.2pp | 83.6%-5.8pp | 82.8%-5.1pp |
| Annual return | 22.41% | 257.29%-234.9pp | 205.93%-183.5pp | 578.55%-556.1pp |
| Employer contribution / active EE | $2,402 | $6,184-61.2% | $5,433-55.8% | $4,876-50.7% |
| Participant deferral / active EE | $3,100 | $5,629-44.9% | $4,939-37.2% | $5,439-43.0% |
| Admin fee / account holder | $1,199 | $16,852-92.9% | $13,880-91.4% | $10,885-89.0% |