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 | $23,182 | $85,766-73.0% | $136,294-83.0% | $70,131-66.9% |
| Participation rate | 80.0% | 74.2%+5.8pp | 81.9%-1.9pp | 69.5%+10.5pp |
| Annual return | 21.27% | 31.45%-10.2pp | 5155.94%-5134.7pp | 73.14%-51.9pp |
| Employer contribution / active EE | $1,416 | $2,966-52.3% | $4,695-69.9% | $2,342-39.6% |
| Participant deferral / active EE | $4,736 | $5,051-6.2% | $6,247-24.2% | $3,332+42.1% |
| Admin fee / account holder | $824 | $5,420-84.8% | $9,243-91.1% | $4,645-82.3% |