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 | $13,804 | $157,256-91.2% | $141,162-90.2% | $152,861-91.0% |
| Participation rate | 70.0% | 84.8%-14.8pp | 82.5%-12.5pp | 82.4%-12.4pp |
| Annual return | 27.78% | 64.32%-36.5pp | 71.39%-43.6pp | 345.32%-317.5pp |
| Employer contribution / active EE | $1,546 | $5,261-70.6% | $4,735-67.3% | $4,762-67.5% |
| Participant deferral / active EE | $3,050 | $7,109-57.1% | $6,709-54.5% | $5,850-47.9% |
| Admin fee / account holder | $2,734 | $12,120-77.4% | $10,261-73.4% | $11,596-76.4% |