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 | $23,849 | $209,411-88.6% | $178,490-86.6% | $158,922-85.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 24.32% | 188.75%-164.4pp | 151.07%-126.8pp | 302.83%-278.5pp |
| Employer contribution / active EE | $1,853 | $5,706-67.5% | $5,011-63.0% | $4,761-61.1% |
| Participant deferral / active EE | $2,902 | $5,954-51.3% | $5,202-44.2% | $5,982-51.5% |
| Admin fee / account holder | $7,866 | $17,074-53.9% | $13,984-43.8% | $11,246-30.1% |