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 | $21,103 | $98,240-78.5% | $82,313-74.4% | $147,584-85.7% |
| Participation rate | 90.9% | 79.7%+11.2pp | 76.9%+14.0pp | 82.8%+8.1pp |
| Annual return | 12.22% | 30.85%-18.6pp | 25.88%-13.7pp | 578.55%-566.3pp |
| Employer contribution / active EE | $2,182 | $3,192-31.6% | $2,428-10.1% | $4,876-55.2% |
| Participant deferral / active EE | $2,810 | $4,383-35.9% | $3,706-24.2% | $5,439-48.3% |
| Admin fee / account holder | $1,415 | $8,563-83.5% | $5,608-74.8% | $10,885-87.0% |