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 | $24,648 | $198,466-87.6% | $170,442-85.5% | $147,584-83.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.24% | 257.29%-246.1pp | 205.93%-194.7pp | 578.55%-567.3pp |
| Employer contribution / active EE | $3,585 | $6,184-42.0% | $5,433-34.0% | $4,876-26.5% |
| Participant deferral / active EE | $2,082 | $5,629-63.0% | $4,939-57.8% | $5,439-61.7% |
| Admin fee / account holder | $12,803 | $16,852-24.0% | $13,880-7.8% | $10,885+17.6% |