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 | $27,982 | $78,422-64.3% | $95,952-70.8% | $79,858-65.0% |
| Participation rate | 85.4% | 73.5%+11.9pp | 77.1%+8.3pp | 69.6%+15.8pp |
| Annual return | 15.13% | 19.37%-4.2pp | 91.61%-76.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,381 | $1,945-29.0% | $2,541-45.6% | $2,471-44.1% |
| Participant deferral / active EE | $1,632 | $3,440-52.6% | $4,167-60.8% | $3,740-56.4% |
| Admin fee / account holder | $693 | $5,622-87.7% | $6,795-89.8% | $5,306-86.9% |