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 | $14,770 | $168,632-91.2% | $147,614-90.0% | $125,391-88.2% |
| Participation rate | 88.2% | 88.8%-0.5pp | 84.6%+3.6pp | 83.2%+5.0pp |
| Annual return | 0.17% | 77.65%-77.5pp | 61.98%-61.8pp | 282.22%-282.1pp |
| Employer contribution / active EE | $1,647 | $6,252-73.7% | $5,564-70.4% | $4,866-66.2% |
| Participant deferral / active EE | $3,257 | $5,507-40.8% | $4,895-33.5% | $5,352-39.1% |
| Admin fee / account holder | $1,577 | $13,580-88.4% | $11,611-86.4% | $9,540-83.5% |