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 | $15,225 | $105,181-85.5% | $159,436-90.5% | $85,850-82.3% |
| Participation rate | 94.7% | 75.8%+18.9pp | 82.8%+11.8pp | 69.3%+25.4pp |
| Annual return | 27.20% | 45.07%-17.9pp | 263.57%-236.4pp | 318.53%-291.3pp |
| Employer contribution / active EE | $1,911 | $3,318-42.4% | $4,829-60.4% | $2,565-25.5% |
| Participant deferral / active EE | $3,532 | $5,945-40.6% | $7,352-52.0% | $3,952-10.6% |
| Admin fee / account holder | $3,029 | $6,933-56.3% | $10,799-72.0% | $6,260-51.6% |