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 | $22,798 | $80,968-71.8% | $96,544-76.4% | $75,163-69.7% |
| Participation rate | 73.8% | 71.8%+2.0pp | 76.0%-2.2pp | 67.2%+6.6pp |
| Annual return | 84.69% | 27.06%+57.6pp | 25.84%+58.8pp | 160.62%-75.9pp |
| Employer contribution / active EE | $1,672 | $2,282-26.7% | $2,965-43.6% | $2,670-37.4% |
| Participant deferral / active EE | $2,098 | $3,928-46.6% | $4,851-56.7% | $4,125-49.1% |
| Admin fee / account holder | $668 | $6,724-90.1% | $8,252-91.9% | $5,651-88.2% |