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 5-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 | $10,100 | $111,724-91.0% | $93,606-89.2% | $145,922-93.1% |
| Participation rate | 70.0% | 74.2%-4.2pp | 68.7%+1.3pp | 80.3%-10.3pp |
| Annual return | 16.77% | 202.98%-186.2pp | 133.20%-116.4pp | 561.29%-544.5pp |
| Employer contribution / active EE | $2,196 | $3,090-28.9% | $2,420-9.3% | $4,660-52.9% |
| Participant deferral / active EE | $4,368 | $4,912-11.1% | $4,411-1.0% | $6,688-34.7% |
| Admin fee / account holder | $1,003 | $10,250-90.2% | $8,285-87.9% | $13,397-92.5% |