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 | $29,690 | $209,411-85.8% | $178,490-83.4% | $158,922-81.3% |
| Participation rate | 77.3% | 86.3%-9.1pp | 81.9%-4.7pp | 82.0%-4.7pp |
| Annual return | 22.47% | 188.75%-166.3pp | 151.07%-128.6pp | 302.83%-280.4pp |
| Employer contribution / active EE | $1,779 | $5,706-68.8% | $5,011-64.5% | $4,761-62.6% |
| Participant deferral / active EE | $5,675 | $5,954-4.7% | $5,202+9.1% | $5,982-5.1% |
| Admin fee / account holder | $1,268 | $17,074-92.6% | $13,984-90.9% | $11,246-88.7% |