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 | $22,222 | $202,318-89.0% | $172,739-87.1% | $152,861-85.5% |
| Participation rate | 70.8% | 87.1%-16.2pp | 82.6%-11.8pp | 82.4%-11.6pp |
| Annual return | 21.16% | 1029.65%-1008.5pp | 802.84%-781.7pp | 345.32%-324.2pp |
| Employer contribution / active EE | $1,393 | $5,856-76.2% | $5,143-72.9% | $4,762-70.8% |
| Participant deferral / active EE | $4,698 | $5,948-21.0% | $5,198-9.6% | $5,850-19.7% |
| Admin fee / account holder | $6,613 | $17,109-61.3% | $13,954-52.6% | $11,596-43.0% |