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 | $28,464 | $209,411-86.4% | $178,490-84.1% | $158,922-82.1% |
| Participation rate | 85.0% | 86.3%-1.3pp | 81.9%+3.1pp | 82.0%+3.0pp |
| Annual return | 20.17% | 188.75%-168.6pp | 151.07%-130.9pp | 302.83%-282.7pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $8,439 | $5,954+41.7% | $5,202+62.2% | $5,982+41.1% |
| Admin fee / account holder | $544 | $17,074-96.8% | $13,984-96.1% | $11,246-95.2% |