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 | $12,167 | $183,519-93.4% | $155,509-92.2% | $145,922-91.7% |
| Participation rate | 77.3% | 82.7%-5.4pp | 78.2%-0.9pp | 80.3%-3.0pp |
| Annual return | 14.07% | 61.17%-47.1pp | 64.67%-50.6pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,031 | $5,313-80.6% | $4,672-77.9% | $4,660-77.9% |
| Participant deferral / active EE | $3,193 | $6,462-50.6% | $5,626-43.3% | $6,688-52.3% |
| Admin fee / account holder | $602 | $19,313-96.9% | $15,912-96.2% | $13,397-95.5% |