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 | $15,588 | $85,766-81.8% | $136,294-88.6% | $70,131-77.8% |
| Participation rate | 81.6% | 74.2%+7.4pp | 81.9%-0.3pp | 69.5%+12.0pp |
| Annual return | 20.16% | 31.45%-11.3pp | 5155.94%-5135.8pp | 73.14%-53.0pp |
| Employer contribution / active EE | $2,709 | $2,966-8.7% | $4,695-42.3% | $2,342+15.6% |
| Participant deferral / active EE | $2,725 | $5,051-46.0% | $6,247-56.4% | $3,332-18.2% |
| Admin fee / account holder | $488 | $5,420-91.0% | $9,243-94.7% | $4,645-89.5% |