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 | $12,465 | $112,096-88.9% | $95,952-87.0% | $158,922-92.2% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 22.96% | 171.09%-148.1pp | 91.61%-68.7pp | 302.83%-279.9pp |
| Employer contribution / active EE | $1,720 | $3,198-46.2% | $2,541-32.3% | $4,761-63.9% |
| Participant deferral / active EE | $4,764 | $4,784-0.4% | $4,167+14.3% | $5,982-20.4% |
| Admin fee / account holder | $1,173 | $10,130-88.4% | $6,795-82.7% | $11,246-89.6% |