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 | $8,720 | $90,600-90.4% | $79,464-89.0% | $135,375-93.6% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | 7.12% | 977.43%-970.3pp | 718.14%-711.0pp | 519.73%-512.6pp |
| Employer contribution / active EE | $1,956 | $3,068-36.3% | $2,800-30.2% | $4,779-59.1% |
| Participant deferral / active EE | $1,686 | $4,050-58.4% | $3,704-54.5% | $5,609-69.9% |
| Admin fee / account holder | $1,901 | $5,907-67.8% | $5,113-62.8% | $10,827-82.4% |