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 | $20,113 | $157,256-87.2% | $141,162-85.8% | $152,861-86.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 27.55% | 64.32%-36.8pp | 71.39%-43.8pp | 345.32%-317.8pp |
| Employer contribution / active EE | $1,176 | $5,261-77.7% | $4,735-75.2% | $4,762-75.3% |
| Participant deferral / active EE | $2,350 | $7,109-66.9% | $6,709-65.0% | $5,850-59.8% |
| Admin fee / account holder | $1,638 | $12,120-86.5% | $10,261-84.0% | $11,596-85.9% |