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 | $13,123 | $98,240-86.6% | $82,313-84.1% | $147,584-91.1% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 18.30% | 30.85%-12.6pp | 25.88%-7.6pp | 578.55%-560.2pp |
| Employer contribution / active EE | $1,111 | $3,192-65.2% | $2,428-54.3% | $4,876-77.2% |
| Participant deferral / active EE | $2,757 | $4,383-37.1% | $3,706-25.6% | $5,439-49.3% |
| Admin fee / account holder | $552 | $8,563-93.6% | $5,608-90.2% | $10,885-94.9% |