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 8-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 | $20,821 | $98,750-78.9% | $149,696-86.1% | $79,858-73.9% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.5%-7.5pp | 69.6%+5.4pp |
| Annual return | 23.99% | 27.43%-3.4pp | 276.60%-252.6pp | 31.71%-7.7pp |
| Employer contribution / active EE | $2,067 | $3,216-35.7% | $4,644-55.5% | $2,471-16.3% |
| Participant deferral / active EE | $4,166 | $5,680-26.7% | $6,842-39.1% | $3,740+11.4% |
| Admin fee / account holder | $612 | $6,053-89.9% | $9,309-93.4% | $5,306-88.5% |