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 | $20,606 | $86,286-76.1% | $111,297-81.5% | $85,850-76.0% |
| Participation rate | 87.5% | 73.3%+14.2pp | 77.3%+10.2pp | 69.3%+18.2pp |
| Annual return | 24.56% | 19.99%+4.6pp | 54.65%-30.1pp | 318.53%-294.0pp |
| Employer contribution / active EE | $2,125 | $2,043+4.0% | $2,731-22.2% | $2,565-17.1% |
| Participant deferral / active EE | $4,371 | $3,641+20.1% | $4,487-2.6% | $3,952+10.6% |
| Admin fee / account holder | $2,111 | $8,188-74.2% | $7,964-73.5% | $6,260-66.3% |