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 | $21,101 | $232,540-90.9% | $185,117-88.6% | $147,584-85.7% |
| Participation rate | 82.6% | 82.4%+0.3pp | 77.3%+5.3pp | 82.8%-0.2pp |
| Annual return | 20.51% | 43.03%-22.5pp | 40.50%-20.0pp | 578.55%-558.0pp |
| Employer contribution / active EE | $1,628 | $5,195-68.7% | $4,182-61.1% | $4,876-66.6% |
| Participant deferral / active EE | $4,069 | $5,834-30.3% | $5,045-19.4% | $5,439-25.2% |
| Admin fee / account holder | $1,189 | $10,275-88.4% | $8,159-85.4% | $10,885-89.1% |