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 | $18,318 | $165,912-89.0% | $122,332-85.0% | $147,584-87.6% |
| Participation rate | 87.5% | 79.6%+7.9pp | 71.6%+15.9pp | 82.8%+4.7pp |
| Annual return | 7.29% | 34.55%-27.3pp | 30.27%-23.0pp | 578.55%-571.3pp |
| Employer contribution / active EE | $2,326 | $5,754-59.6% | $4,050-42.6% | $4,876-52.3% |
| Participant deferral / active EE | $2,878 | $4,005-28.1% | $3,287-12.4% | $5,439-47.1% |
| Admin fee / account holder | $934 | $7,424-87.4% | $5,478-83.0% | $10,885-91.4% |