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 | $11,214 | $198,466-94.3% | $170,442-93.4% | $147,584-92.4% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 21.09% | 257.29%-236.2pp | 205.93%-184.8pp | 578.55%-557.5pp |
| Employer contribution / active EE | $1,719 | $6,184-72.2% | $5,433-68.4% | $4,876-64.8% |
| Participant deferral / active EE | $3,689 | $5,629-34.5% | $4,939-25.3% | $5,439-32.2% |
| Admin fee / account holder | $3,878 | $16,852-77.0% | $13,880-72.1% | $10,885-64.4% |