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 | $13,889 | $98,240-85.9% | $82,313-83.1% | $147,584-90.6% |
| Participation rate | 78.9% | 79.7%-0.8pp | 76.9%+2.1pp | 82.8%-3.9pp |
| Annual return | 22.20% | 30.85%-8.7pp | 25.88%-3.7pp | 578.55%-556.3pp |
| Employer contribution / active EE | $884 | $3,192-72.3% | $2,428-63.6% | $4,876-81.9% |
| Participant deferral / active EE | $2,534 | $4,383-42.2% | $3,706-31.6% | $5,439-53.4% |
| Admin fee / account holder | $3,366 | $8,563-60.7% | $5,608-40.0% | $10,885-69.1% |