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 | $28,054 | $168,632-83.4% | $147,614-81.0% | $125,391-77.6% |
| Participation rate | 81.8% | 88.8%-7.0pp | 84.6%-2.8pp | 83.2%-1.4pp |
| Annual return | 18.47% | 77.65%-59.2pp | 61.98%-43.5pp | 282.22%-263.8pp |
| Employer contribution / active EE | $6,601 | $6,252+5.6% | $5,564+18.6% | $4,866+35.7% |
| Participant deferral / active EE | $4,415 | $5,507-19.8% | $4,895-9.8% | $5,352-17.5% |
| Admin fee / account holder | $536 | $13,580-96.1% | $11,611-95.4% | $9,540-94.4% |