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 | $15,321 | $103,376-85.2% | $87,100-82.4% | $152,861-90.0% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.9%+6.5pp | 82.4%+0.9pp |
| Annual return | 29.42% | 28.10%+1.3pp | 28.19%+1.2pp | 345.32%-315.9pp |
| Employer contribution / active EE | $1,433 | $3,220-55.5% | $2,521-43.2% | $4,762-69.9% |
| Participant deferral / active EE | $3,804 | $4,778-20.4% | $4,049-6.1% | $5,850-35.0% |
| Admin fee / account holder | $624 | $12,205-94.9% | $7,497-91.7% | $11,596-94.6% |