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 | $26,875 | $198,466-86.5% | $170,442-84.2% | $147,584-81.8% |
| Participation rate | 92.9% | 88.0%+4.9pp | 83.6%+9.3pp | 82.8%+10.0pp |
| Annual return | 10.16% | 257.29%-247.1pp | 205.93%-195.8pp | 578.55%-568.4pp |
| Employer contribution / active EE | $2,812 | $6,184-54.5% | $5,433-48.2% | $4,876-42.3% |
| Participant deferral / active EE | $2,344 | $5,629-58.4% | $4,939-52.5% | $5,439-56.9% |
| Admin fee / account holder | $2,972 | $16,852-82.4% | $13,880-78.6% | $10,885-72.7% |