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 | $23,609 | $168,632-86.0% | $147,614-84.0% | $125,391-81.2% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | 3.37% | 77.65%-74.3pp | 61.98%-58.6pp | 282.22%-278.9pp |
| Employer contribution / active EE | $1,658 | $6,252-73.5% | $5,564-70.2% | $4,866-65.9% |
| Participant deferral / active EE | $3,625 | $5,507-34.2% | $4,895-25.9% | $5,352-32.3% |
| Admin fee / account holder | $376 | $13,580-97.2% | $11,611-96.8% | $9,540-96.1% |