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 | $21,622 | $183,963-88.2% | $162,163-86.7% | $152,861-85.9% |
| Participation rate | 72.2% | 88.5%-16.3pp | 87.6%-15.3pp | 82.4%-10.2pp |
| Annual return | 85.15% | 150.76%-65.6pp | 115.59%-30.4pp | 345.32%-260.2pp |
| Employer contribution / active EE | $1,605 | $6,371-74.8% | $5,614-71.4% | $4,762-66.3% |
| Participant deferral / active EE | $5,387 | $8,034-32.9% | $7,298-26.2% | $5,850-7.9% |
| Admin fee / account holder | $6,886 | $13,121-47.5% | $10,843-36.5% | $11,596-40.6% |