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 | $19,040 | $217,402-91.2% | $185,823-89.8% | $167,490-88.6% |
| Participation rate | 95.7% | 86.0%+9.6pp | 81.7%+14.0pp | 82.1%+13.5pp |
| Annual return | 22.77% | 148.36%-125.6pp | 122.05%-99.3pp | 478.56%-455.8pp |
| Employer contribution / active EE | $1,892 | $5,873-67.8% | $5,167-63.4% | $4,837-60.9% |
| Participant deferral / active EE | $2,330 | $6,356-63.3% | $5,568-58.2% | $6,341-63.3% |
| Admin fee / account holder | $1,512 | $19,811-92.4% | $16,237-90.7% | $12,309-87.7% |