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 | $17,321 | $98,750-82.5% | $149,696-88.4% | $79,858-78.3% |
| Participation rate | 90.6% | 75.8%+14.9pp | 82.5%+8.1pp | 69.6%+21.0pp |
| Annual return | 14.93% | 27.43%-12.5pp | 276.60%-261.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,168 | $3,216-63.7% | $4,644-74.9% | $2,471-52.7% |
| Participant deferral / active EE | $2,986 | $5,680-47.4% | $6,842-56.4% | $3,740-20.2% |
| Admin fee / account holder | $1,918 | $6,053-68.3% | $9,309-79.4% | $5,306-63.8% |