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 | $13,639 | $198,466-93.1% | $170,442-92.0% | $147,584-90.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.78% | 257.29%-245.5pp | 205.93%-194.1pp | 578.55%-566.8pp |
| Employer contribution / active EE | $2,260 | $6,184-63.4% | $5,433-58.4% | $4,876-53.6% |
| Participant deferral / active EE | $2,346 | $5,629-58.3% | $4,939-52.5% | $5,439-56.9% |
| Admin fee / account holder | $2,741 | $16,852-83.7% | $13,880-80.3% | $10,885-74.8% |