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 | $15,643 | $209,411-92.5% | $178,490-91.2% | $158,922-90.2% |
| Participation rate | 94.1% | 86.3%+7.8pp | 81.9%+12.2pp | 82.0%+12.2pp |
| Annual return | 12.18% | 188.75%-176.6pp | 151.07%-138.9pp | 302.83%-290.6pp |
| Employer contribution / active EE | $1,729 | $5,706-69.7% | $5,011-65.5% | $4,761-63.7% |
| Participant deferral / active EE | $2,518 | $5,954-57.7% | $5,202-51.6% | $5,982-57.9% |
| Admin fee / account holder | $1,906 | $17,074-88.8% | $13,984-86.4% | $11,246-83.0% |