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 | $12,644 | $89,355-85.9% | $141,162-91.0% | $72,985-82.7% |
| Participation rate | 78.6% | 75.1%+3.5pp | 82.5%-3.9pp | 69.5%+9.1pp |
| Annual return | 25.52% | 111.85%-86.3pp | 71.39%-45.9pp | 81.00%-55.5pp |
| Employer contribution / active EE | $1,616 | $3,114-48.1% | $4,735-65.9% | $2,440-33.8% |
| Participant deferral / active EE | $3,488 | $5,418-35.6% | $6,709-48.0% | $3,607-3.3% |
| Admin fee / account holder | $4,016 | $5,958-32.6% | $10,261-60.9% | $5,124-21.6% |