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 | $26,965 | $183,963-85.3% | $162,163-83.4% | $152,861-82.4% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 20.74% | 150.76%-130.0pp | 115.59%-94.8pp | 345.32%-324.6pp |
| Employer contribution / active EE | $2,238 | $6,371-64.9% | $5,614-60.1% | $4,762-53.0% |
| Participant deferral / active EE | $3,997 | $8,034-50.2% | $7,298-45.2% | $5,850-31.7% |
| Admin fee / account holder | $451 | $13,121-96.6% | $10,843-95.8% | $11,596-96.1% |