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 | $21,974 | $142,405-84.6% | $115,157-80.9% | $152,861-85.6% |
| Participation rate | 91.3% | 82.4%+9.0pp | 75.9%+15.4pp | 82.4%+8.9pp |
| Annual return | 35.47% | 41.48%-6.0pp | 35.60%-0.1pp | 345.32%-309.9pp |
| Employer contribution / active EE | $2,225 | $4,010-44.5% | $3,179-30.0% | $4,762-53.3% |
| Participant deferral / active EE | $5,036 | $5,164-2.5% | $4,168+20.8% | $5,850-13.9% |
| Admin fee / account holder | $25,328 | $8,462+199.3% | $7,088+257.3% | $11,596+118.4% |