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 | $16,668 | $175,202-90.5% | $149,673-88.9% | $139,434-88.0% |
| Participation rate | 95.5% | 83.4%+12.1pp | 78.8%+16.7pp | 80.3%+15.1pp |
| Annual return | 11.48% | 166.71%-155.2pp | 134.42%-122.9pp | 372.94%-361.5pp |
| Employer contribution / active EE | $3,469 | $5,474-36.6% | $4,818-28.0% | $4,751-27.0% |
| Participant deferral / active EE | $2,133 | $6,519-67.3% | $5,680-62.4% | $6,710-68.2% |
| Admin fee / account holder | $791 | $16,150-95.1% | $13,210-94.0% | $11,403-93.1% |