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 | $19,672 | $99,652-80.3% | $78,778-75.0% | $147,584-86.7% |
| Participation rate | 76.5% | 76.2%+0.2pp | 69.2%+7.3pp | 82.8%-6.4pp |
| Annual return | 24.62% | 47.28%-22.7pp | 35.62%-11.0pp | 578.55%-553.9pp |
| Employer contribution / active EE | $1,540 | $2,796-44.9% | $1,986-22.5% | $4,876-68.4% |
| Participant deferral / active EE | $3,306 | $3,664-9.8% | $2,958+11.7% | $5,439-39.2% |
| Admin fee / account holder | $2,275 | $7,155-68.2% | $5,134-55.7% | $10,885-79.1% |