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 | $13,320 | $209,411-93.6% | $178,490-92.5% | $158,922-91.6% |
| Participation rate | 70.8% | 86.3%-15.5pp | 81.9%-11.1pp | 82.0%-11.1pp |
| Annual return | 25.13% | 188.75%-163.6pp | 151.07%-125.9pp | 302.83%-277.7pp |
| Employer contribution / active EE | $1,562 | $5,706-72.6% | $5,011-68.8% | $4,761-67.2% |
| Participant deferral / active EE | $3,608 | $5,954-39.4% | $5,202-30.6% | $5,982-39.7% |
| Admin fee / account holder | $424 | $17,074-97.5% | $13,984-97.0% | $11,246-96.2% |