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 | $11,351 | $157,256-92.8% | $141,162-92.0% | $152,861-92.6% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 29.62% | 64.32%-34.7pp | 71.39%-41.8pp | 345.32%-315.7pp |
| Employer contribution / active EE | $1,793 | $5,261-65.9% | $4,735-62.1% | $4,762-62.4% |
| Participant deferral / active EE | $3,413 | $7,109-52.0% | $6,709-49.1% | $5,850-41.7% |
| Admin fee / account holder | $472 | $12,120-96.1% | $10,261-95.4% | $11,596-95.9% |