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 | $25,723 | $209,411-87.7% | $178,490-85.6% | $158,922-83.8% |
| Participation rate | 79.2% | 86.3%-7.2pp | 81.9%-2.8pp | 82.0%-2.8pp |
| Annual return | 13.08% | 188.75%-175.7pp | 151.07%-138.0pp | 302.83%-289.7pp |
| Employer contribution / active EE | $1,366 | $5,706-76.1% | $5,011-72.7% | $4,761-71.3% |
| Participant deferral / active EE | $3,798 | $5,954-36.2% | $5,202-27.0% | $5,982-36.5% |
| Admin fee / account holder | $1,047 | $17,074-93.9% | $13,984-92.5% | $11,246-90.7% |