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 | $15,306 | $113,339-86.5% | $94,993-83.9% | $147,584-89.6% |
| Participation rate | 71.4% | 78.0%-6.5pp | 73.9%-2.5pp | 82.8%-11.4pp |
| Annual return | 16.50% | 20.77%-4.3pp | 27.12%-10.6pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,020 | $3,160-67.7% | $2,603-60.8% | $4,876-79.1% |
| Participant deferral / active EE | $5,174 | $3,777+37.0% | $3,317+56.0% | $5,439-4.9% |
| Admin fee / account holder | $502 | $6,063-91.7% | $4,960-89.9% | $10,885-95.4% |