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 | $22,268 | $98,750-77.4% | $149,696-85.1% | $79,858-72.1% |
| Participation rate | 88.4% | 75.8%+12.6pp | 82.5%+5.9pp | 69.6%+18.7pp |
| Annual return | 15.29% | 27.43%-12.1pp | 276.60%-261.3pp | 31.71%-16.4pp |
| Employer contribution / active EE | $791 | $3,216-75.4% | $4,644-83.0% | $2,471-68.0% |
| Participant deferral / active EE | $3,811 | $5,680-32.9% | $6,842-44.3% | $3,740+1.9% |
| Admin fee / account holder | $4,625 | $6,053-23.6% | $9,309-50.3% | $5,306-12.8% |