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 | $19,735 | $165,912-88.1% | $122,332-83.9% | $147,584-86.6% |
| Participation rate | 90.9% | 79.6%+11.3pp | 71.6%+19.3pp | 82.8%+8.1pp |
| Annual return | 16.26% | 34.55%-18.3pp | 30.27%-14.0pp | 578.55%-562.3pp |
| Employer contribution / active EE | $2,248 | $5,754-60.9% | $4,050-44.5% | $4,876-53.9% |
| Participant deferral / active EE | $4,895 | $4,005+22.2% | $3,287+48.9% | $5,439-10.0% |
| Admin fee / account holder | $3,838 | $7,424-48.3% | $5,478-29.9% | $10,885-64.7% |