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 | $23,670 | $98,750-76.0% | $149,696-84.2% | $79,858-70.4% |
| Participation rate | 73.1% | 75.8%-2.6pp | 82.5%-9.3pp | 69.6%+3.5pp |
| Annual return | 25.11% | 27.43%-2.3pp | 276.60%-251.5pp | 31.71%-6.6pp |
| Employer contribution / active EE | $1,094 | $3,216-66.0% | $4,644-76.4% | $2,471-55.7% |
| Participant deferral / active EE | $2,612 | $5,680-54.0% | $6,842-61.8% | $3,740-30.2% |
| Admin fee / account holder | $779 | $6,053-87.1% | $9,309-91.6% | $5,306-85.3% |