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 | $9,158 | $144,119-93.6% | $117,854-92.2% | $147,584-93.8% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 19.33% | 531.15%-511.8pp | 335.08%-315.7pp | 578.55%-559.2pp |
| Employer contribution / active EE | $1,113 | $4,896-77.3% | $3,786-70.6% | $4,876-77.2% |
| Participant deferral / active EE | $1,696 | $5,316-68.1% | $4,482-62.2% | $5,439-68.8% |
| Admin fee / account holder | $2,186 | $10,886-79.9% | $8,020-72.7% | $10,885-79.9% |