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 | $26,756 | $198,466-86.5% | $170,442-84.3% | $147,584-81.9% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 27.10% | 257.29%-230.2pp | 205.93%-178.8pp | 578.55%-551.4pp |
| Employer contribution / active EE | $2,451 | $6,184-60.4% | $5,433-54.9% | $4,876-49.7% |
| Participant deferral / active EE | $5,874 | $5,629+4.4% | $4,939+18.9% | $5,439+8.0% |
| Admin fee / account holder | $582 | $16,852-96.5% | $13,880-95.8% | $10,885-94.7% |