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 | $6,514 | $84,233-92.3% | $170,442-96.2% | $70,131-90.7% |
| Participation rate | 73.7% | 70.8%+2.9pp | 83.6%-9.9pp | 69.5%+4.1pp |
| Annual return | 16.95% | 23.06%-6.1pp | 205.93%-189.0pp | 73.14%-56.2pp |
| Employer contribution / active EE | $1,174 | $3,387-65.3% | $5,433-78.4% | $2,342-49.9% |
| Participant deferral / active EE | $1,419 | $3,086-54.0% | $4,939-71.3% | $3,332-57.4% |
| Admin fee / account holder | $1,680 | $5,698-70.5% | $13,880-87.9% | $4,645-63.8% |