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 | $21,160 | $198,466-89.3% | $170,442-87.6% | $147,584-85.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.68% | 257.29%-238.6pp | 205.93%-187.3pp | 578.55%-559.9pp |
| Employer contribution / active EE | $2,113 | $6,184-65.8% | $5,433-61.1% | $4,876-56.7% |
| Participant deferral / active EE | $3,657 | $5,629-35.0% | $4,939-26.0% | $5,439-32.8% |
| Admin fee / account holder | $570 | $16,852-96.6% | $13,880-95.9% | $10,885-94.8% |