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 | $23,544 | $198,466-88.1% | $170,442-86.2% | $147,584-84.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.83% | 257.29%-239.5pp | 205.93%-188.1pp | 578.55%-560.7pp |
| Employer contribution / active EE | $4,122 | $6,184-33.3% | $5,433-24.1% | $4,876-15.5% |
| Participant deferral / active EE | $6,902 | $5,629+22.6% | $4,939+39.7% | $5,439+26.9% |
| Admin fee / account holder | $2,048 | $16,852-87.8% | $13,880-85.2% | $10,885-81.2% |