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 | $16,444 | $135,952-87.9% | $123,892-86.7% | $273,961-94.0% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 105.18% | 56.63%+48.6pp | 47.52%+57.7pp | 41.45%+63.7pp |
| Employer contribution / active EE | $896 | $5,170-82.7% | $4,617-80.6% | $4,869-81.6% |
| Participant deferral / active EE | $6,628 | $6,343+4.5% | $5,984+10.8% | $5,287+25.4% |
| Admin fee / account holder | $1,002 | $9,817-89.8% | $8,357-88.0% | $10,132-90.1% |