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 | $22,113 | $198,466-88.9% | $170,442-87.0% | $147,584-85.0% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 22.43% | 257.29%-234.9pp | 205.93%-183.5pp | 578.55%-556.1pp |
| Employer contribution / active EE | $1,856 | $6,184-70.0% | $5,433-65.8% | $4,876-61.9% |
| Participant deferral / active EE | $4,034 | $5,629-28.3% | $4,939-18.3% | $5,439-25.8% |
| Admin fee / account holder | $3,388 | $16,852-79.9% | $13,880-75.6% | $10,885-68.9% |