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 | $10,807 | $99,020-89.1% | $86,590-87.5% | $147,584-92.7% |
| Participation rate | 78.3% | 76.3%+1.9pp | 73.5%+4.7pp | 82.8%-4.6pp |
| Annual return | 30.17% | 1312.34%-1282.2pp | 964.84%-934.7pp | 578.55%-548.4pp |
| Employer contribution / active EE | $1,019 | $3,132-67.5% | $2,839-64.1% | $4,876-79.1% |
| Participant deferral / active EE | $4,175 | $3,972+5.1% | $3,609+15.7% | $5,439-23.2% |
| Admin fee / account holder | $1,908 | $5,710-66.6% | $4,906-61.1% | $10,885-82.5% |