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 | $21,128 | $58,828-64.1% | $77,999-72.9% | $62,891-66.4% |
| Participation rate | 81.8% | 71.1%+10.8pp | 75.5%+6.3pp | 69.3%+12.5pp |
| Annual return | 24.14% | 17.16%+7.0pp | 425.96%-401.8pp | 20.14%+4.0pp |
| Employer contribution / active EE | $1,044 | $1,672-37.5% | $2,470-57.7% | $2,281-54.2% |
| Participant deferral / active EE | $1,845 | $2,686-31.3% | $3,497-47.2% | $3,203-42.4% |
| Admin fee / account holder | $1,635 | $4,393-62.8% | $5,480-70.2% | $4,296-61.9% |