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 | $19,250 | $176,662-89.1% | $130,648-85.3% | $152,861-87.4% |
| Participation rate | 75.0% | 79.0%-4.0pp | 71.7%+3.3pp | 82.4%-7.4pp |
| Annual return | 18.99% | 2692.24%-2673.2pp | 1708.96%-1690.0pp | 345.32%-326.3pp |
| Employer contribution / active EE | $1,251 | $5,742-78.2% | $4,092-69.4% | $4,762-73.7% |
| Participant deferral / active EE | $1,849 | $4,361-57.6% | $3,603-48.7% | $5,850-68.4% |
| Admin fee / account holder | $5,620 | $7,133-21.2% | $5,464+2.8% | $11,596-51.5% |