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 | $29,053 | $125,758-76.9% | $169,993-82.9% | $75,163-61.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 20.52% | 27.20%-6.7pp | 53.37%-32.9pp | 160.62%-140.1pp |
| Employer contribution / active EE | $1,858 | $4,615-59.7% | $6,785-72.6% | $2,670-30.4% |
| Participant deferral / active EE | $3,648 | $6,837-46.6% | $10,408-65.0% | $4,125-11.6% |
| Admin fee / account holder | $350 | $8,173-95.7% | $12,815-97.3% | $5,651-93.8% |