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 | $20,219 | $116,175-82.6% | $93,606-78.4% | $152,861-86.8% |
| Participation rate | 90.0% | 78.0%+12.0pp | 75.8%+14.2pp | 82.4%+7.6pp |
| Annual return | 21.75% | 35.96%-14.2pp | 32.76%-11.0pp | 345.32%-323.6pp |
| Employer contribution / active EE | $1,595 | $3,218-50.4% | $2,718-41.3% | $4,762-66.5% |
| Participant deferral / active EE | $2,943 | $4,603-36.1% | $4,069-27.7% | $5,850-49.7% |
| Admin fee / account holder | $307 | $10,748-97.1% | $7,888-96.1% | $11,596-97.4% |