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 | $11,551 | $133,922-91.4% | $116,228-90.1% | $142,382-91.9% |
| Participation rate | 76.9% | 77.9%-0.9pp | 74.6%+2.4pp | 80.1%-3.2pp |
| Annual return | 21.93% | 147.76%-125.8pp | 90.06%-68.1pp | 217.08%-195.1pp |
| Employer contribution / active EE | $2,253 | $3,446-34.6% | $2,994-24.8% | $4,299-47.6% |
| Participant deferral / active EE | $2,875 | $5,672-49.3% | $4,953-42.0% | $6,507-55.8% |
| Admin fee / account holder | $439 | $14,945-97.1% | $11,989-96.3% | $12,624-96.5% |