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 | $8,591 | $99,652-91.4% | $78,778-89.1% | $147,584-94.2% |
| Participation rate | 73.7% | 76.2%-2.5pp | 69.2%+4.5pp | 82.8%-9.1pp |
| Annual return | 42.31% | 47.28%-5.0pp | 35.62%+6.7pp | 578.55%-536.2pp |
| Employer contribution / active EE | $1,191 | $2,796-57.4% | $1,986-40.0% | $4,876-75.6% |
| Participant deferral / active EE | $3,441 | $3,664-6.1% | $2,958+16.3% | $5,439-36.7% |
| Admin fee / account holder | $1,009 | $7,155-85.9% | $5,134-80.3% | $10,885-90.7% |