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 | $30,321 | $198,466-84.7% | $170,442-82.2% | $147,584-79.5% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 12.59% | 257.29%-244.7pp | 205.93%-193.3pp | 578.55%-566.0pp |
| Employer contribution / active EE | $2,391 | $6,184-61.3% | $5,433-56.0% | $4,876-51.0% |
| Participant deferral / active EE | $4,496 | $5,629-20.1% | $4,939-9.0% | $5,439-17.3% |
| Admin fee / account holder | $9,459 | $16,852-43.9% | $13,880-31.9% | $10,885-13.1% |