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 7-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 | $21,574 | $102,317-78.9% | $146,958-85.3% | $80,856-73.3% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.2%-7.2pp | 67.6%+7.4pp |
| Annual return | 14.82% | 134.76%-119.9pp | 418.34%-403.5pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,607 | $3,713-56.7% | $4,933-67.4% | $2,755-41.7% |
| Participant deferral / active EE | $2,971 | $6,644-55.3% | $8,070-63.2% | $4,296-30.8% |
| Admin fee / account holder | $1,820 | $7,941-77.1% | $12,998-86.0% | $6,918-73.7% |