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 | $21,568 | $112,096-80.8% | $95,952-77.5% | $158,922-86.4% |
| Participation rate | 91.3% | 79.0%+12.3pp | 77.1%+14.2pp | 82.0%+9.3pp |
| Annual return | 21.65% | 171.09%-149.4pp | 91.61%-70.0pp | 302.83%-281.2pp |
| Employer contribution / active EE | $1,207 | $3,198-62.3% | $2,541-52.5% | $4,761-74.7% |
| Participant deferral / active EE | $2,426 | $4,784-49.3% | $4,167-41.8% | $5,982-59.5% |
| Admin fee / account holder | $3,700 | $10,130-63.5% | $6,795-45.6% | $11,246-67.1% |