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 | $11,078 | $107,334-89.7% | $92,893-88.1% | $152,861-92.8% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 16.85% | 145.58%-128.7pp | 109.41%-92.6pp | 345.32%-328.5pp |
| Employer contribution / active EE | $1,232 | $4,221-70.8% | $3,653-66.3% | $4,762-74.1% |
| Participant deferral / active EE | $2,489 | $4,845-48.6% | $4,236-41.2% | $5,850-57.4% |
| Admin fee / account holder | $860 | $7,079-87.9% | $5,794-85.2% | $11,596-92.6% |