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 | $19,340 | $89,355-78.4% | $141,162-86.3% | $72,985-73.5% |
| Participation rate | 87.5% | 75.1%+12.4pp | 82.5%+5.0pp | 69.5%+18.0pp |
| Annual return | 27.51% | 111.85%-84.3pp | 71.39%-43.9pp | 81.00%-53.5pp |
| Employer contribution / active EE | $1,367 | $3,114-56.1% | $4,735-71.1% | $2,440-44.0% |
| Participant deferral / active EE | $3,157 | $5,418-41.7% | $6,709-53.0% | $3,607-12.5% |
| Admin fee / account holder | $933 | $5,958-84.3% | $10,261-90.9% | $5,124-81.8% |