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 | $27,423 | $209,411-86.9% | $178,490-84.6% | $158,922-82.7% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 22.69% | 188.75%-166.1pp | 151.07%-128.4pp | 302.83%-280.1pp |
| Employer contribution / active EE | $3,745 | $5,706-34.4% | $5,011-25.3% | $4,761-21.3% |
| Participant deferral / active EE | $4,333 | $5,954-27.2% | $5,202-16.7% | $5,982-27.6% |
| Admin fee / account holder | $1,741 | $17,074-89.8% | $13,984-87.6% | $11,246-84.5% |