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 | $16,809 | $198,466-91.5% | $170,442-90.1% | $147,584-88.6% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 25.11% | 257.29%-232.2pp | 205.93%-180.8pp | 578.55%-553.4pp |
| Employer contribution / active EE | $1,902 | $6,184-69.2% | $5,433-65.0% | $4,876-61.0% |
| Participant deferral / active EE | $4,370 | $5,629-22.4% | $4,939-11.5% | $5,439-19.7% |
| Admin fee / account holder | $642 | $16,852-96.2% | $13,880-95.4% | $10,885-94.1% |