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 | $18,291 | $69,977-73.9% | $108,579-83.2% | $62,891-70.9% |
| Participation rate | 75.8% | 72.9%+2.9pp | 79.6%-3.8pp | 69.3%+6.5pp |
| Annual return | 7.47% | 10.73%-3.3pp | -51.70%+59.2pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,039 | $2,135-51.3% | $3,758-72.4% | $2,281-54.4% |
| Participant deferral / active EE | $2,822 | $3,165-10.8% | $4,311-34.5% | $3,203-11.9% |
| Admin fee / account holder | $3,404 | $5,076-32.9% | $7,645-55.5% | $4,296-20.8% |