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 | $19,328 | $198,466-90.3% | $170,442-88.7% | $147,584-86.9% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 25.16% | 257.29%-232.1pp | 205.93%-180.8pp | 578.55%-553.4pp |
| Employer contribution / active EE | $1,686 | $6,184-72.7% | $5,433-69.0% | $4,876-65.4% |
| Participant deferral / active EE | $6,395 | $5,629+13.6% | $4,939+29.5% | $5,439+17.6% |
| Admin fee / account holder | $321 | $16,852-98.1% | $13,880-97.7% | $10,885-97.1% |