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 | $23,507 | $180,449-87.0% | $154,107-84.7% | $135,375-82.6% |
| Participation rate | 93.8% | 87.4%+6.3pp | 83.0%+10.7pp | 82.6%+11.1pp |
| Annual return | 8.53% | 888.09%-879.6pp | 735.12%-726.6pp | 519.73%-511.2pp |
| Employer contribution / active EE | $2,602 | $6,035-56.9% | $5,298-50.9% | $4,779-45.5% |
| Participant deferral / active EE | $2,181 | $5,806-62.4% | $5,081-57.1% | $5,609-61.1% |
| Admin fee / account holder | $343 | $16,143-97.9% | $13,411-97.4% | $10,827-96.8% |