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 | $16,435 | $135,952-87.9% | $123,892-86.7% | $273,961-94.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 84.23% | 56.63%+27.6pp | 47.52%+36.7pp | 41.45%+42.8pp |
| Employer contribution / active EE | $3,766 | $5,170-27.2% | $4,617-18.4% | $4,869-22.7% |
| Participant deferral / active EE | $7,614 | $6,343+20.1% | $5,984+27.2% | $5,287+44.0% |
| Admin fee / account holder | $1,141 | $9,817-88.4% | $8,357-86.3% | $10,132-88.7% |