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 | $16,267 | $165,912-90.2% | $122,332-86.7% | $147,584-89.0% |
| Participation rate | 87.5% | 79.6%+7.9pp | 71.6%+15.9pp | 82.8%+4.7pp |
| Annual return | 29.31% | 34.55%-5.2pp | 30.27%-1.0pp | 578.55%-549.2pp |
| Employer contribution / active EE | $1,531 | $5,754-73.4% | $4,050-62.2% | $4,876-68.6% |
| Participant deferral / active EE | $2,853 | $4,005-28.8% | $3,287-13.2% | $5,439-47.5% |
| Admin fee / account holder | $499 | $7,424-93.3% | $5,478-90.9% | $10,885-95.4% |