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 | $19,290 | $185,822-89.6% | $169,993-88.7% | $139,434-86.2% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 15.38% | 60.50%-45.1pp | 53.37%-38.0pp | 372.94%-357.6pp |
| Employer contribution / active EE | $1,522 | $7,590-79.9% | $6,785-77.6% | $4,751-68.0% |
| Participant deferral / active EE | $5,875 | $11,622-49.5% | $10,408-43.6% | $6,710-12.5% |
| Admin fee / account holder | $10,688 | $15,381-30.5% | $12,815-16.6% | $11,403-6.3% |