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 | $13,701 | $157,256-91.3% | $141,162-90.3% | $152,861-91.0% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 42.00% | 64.32%-22.3pp | 71.39%-29.4pp | 345.32%-303.3pp |
| Employer contribution / active EE | $2,623 | $5,261-50.1% | $4,735-44.6% | $4,762-44.9% |
| Participant deferral / active EE | $8,767 | $7,109+23.3% | $6,709+30.7% | $5,850+49.9% |
| Admin fee / account holder | $1,326 | $12,120-89.1% | $10,261-87.1% | $11,596-88.6% |