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 | $16,092 | $209,411-92.3% | $178,490-91.0% | $158,922-89.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.78% | 188.75%-179.0pp | 151.07%-141.3pp | 302.83%-293.0pp |
| Employer contribution / active EE | $1,403 | $5,706-75.4% | $5,011-72.0% | $4,761-70.5% |
| Participant deferral / active EE | $2,148 | $5,954-63.9% | $5,202-58.7% | $5,982-64.1% |
| Admin fee / account holder | $973 | $17,074-94.3% | $13,984-93.0% | $11,246-91.3% |