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 | $31,469 | $87,841-64.2% | $133,980-76.5% | $62,891-50.0% |
| Participation rate | 79.5% | 83.4%-3.9pp | 87.1%-7.6pp | 69.3%+10.2pp |
| Annual return | 80.45% | 12.05%+68.4pp | 29.30%+51.2pp | 20.14%+60.3pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,018 | $4,812+66.6% | $6,282+27.6% | $3,203+150.3% |
| Admin fee / account holder | $841 | $5,371-84.3% | $9,324-91.0% | $4,296-80.4% |