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 | $28,833 | $202,318-85.7% | $172,739-83.3% | $152,861-81.1% |
| Participation rate | 94.7% | 87.1%+7.7pp | 82.6%+12.1pp | 82.4%+12.3pp |
| Annual return | 14.49% | 1029.65%-1015.2pp | 802.84%-788.3pp | 345.32%-330.8pp |
| Employer contribution / active EE | $2,555 | $5,856-56.4% | $5,143-50.3% | $4,762-46.4% |
| Participant deferral / active EE | $3,083 | $5,948-48.2% | $5,198-40.7% | $5,850-47.3% |
| Admin fee / account holder | $9,209 | $17,109-46.2% | $13,954-34.0% | $11,596-20.6% |