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 | $23,444 | $198,466-88.2% | $170,442-86.2% | $147,584-84.1% |
| Participation rate | 86.7% | 88.0%-1.3pp | 83.6%+3.1pp | 82.8%+3.8pp |
| Annual return | 16.04% | 257.29%-241.3pp | 205.93%-189.9pp | 578.55%-562.5pp |
| Employer contribution / active EE | $1,555 | $6,184-74.9% | $5,433-71.4% | $4,876-68.1% |
| Participant deferral / active EE | $3,528 | $5,629-37.3% | $4,939-28.6% | $5,439-35.1% |
| Admin fee / account holder | $4,547 | $16,852-73.0% | $13,880-67.2% | $10,885-58.2% |