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 | $12,773 | $232,540-94.5% | $185,117-93.1% | $147,584-91.3% |
| Participation rate | 73.9% | 82.4%-8.4pp | 77.3%-3.4pp | 82.8%-8.9pp |
| Annual return | 26.58% | 43.03%-16.4pp | 40.50%-13.9pp | 578.55%-552.0pp |
| Employer contribution / active EE | $1,015 | $5,195-80.5% | $4,182-75.7% | $4,876-79.2% |
| Participant deferral / active EE | $2,545 | $5,834-56.4% | $5,045-49.6% | $5,439-53.2% |
| Admin fee / account holder | $1,295 | $10,275-87.4% | $8,159-84.1% | $10,885-88.1% |