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 | $30,236 | $238,490-87.3% | $180,183-83.2% | $142,382-78.8% |
| Participation rate | 90.0% | 82.3%+7.7pp | 77.4%+12.6pp | 80.1%+9.9pp |
| Annual return | 15.72% | 33.56%-17.8pp | 27.86%-12.1pp | 217.08%-201.4pp |
| Employer contribution / active EE | $3,214 | $6,143-47.7% | $5,039-36.2% | $4,299-25.2% |
| Participant deferral / active EE | $3,214 | $7,996-59.8% | $6,822-52.9% | $6,507-50.6% |
| Admin fee / account holder | $408 | $28,866-98.6% | $19,975-98.0% | $12,624-96.8% |