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 | $12,673 | $144,119-91.2% | $117,854-89.2% | $147,584-91.4% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 18.29% | 531.15%-512.9pp | 335.08%-316.8pp | 578.55%-560.3pp |
| Employer contribution / active EE | $1,803 | $4,896-63.2% | $3,786-52.4% | $4,876-63.0% |
| Participant deferral / active EE | $2,253 | $5,316-57.6% | $4,482-49.7% | $5,439-58.6% |
| Admin fee / account holder | $1,726 | $10,886-84.1% | $8,020-78.5% | $10,885-84.1% |