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 | $28,100 | $198,466-85.8% | $170,442-83.5% | $147,584-81.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 23.08% | 257.29%-234.2pp | 205.93%-182.9pp | 578.55%-555.5pp |
| Employer contribution / active EE | $7,992 | $6,184+29.2% | $5,433+47.1% | $4,876+63.9% |
| Participant deferral / active EE | $3,737 | $5,629-33.6% | $4,939-24.3% | $5,439-31.3% |
| Admin fee / account holder | $1,056 | $16,852-93.7% | $13,880-92.4% | $10,885-90.3% |