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 | $20,338 | $104,251-80.5% | $91,001-77.7% | $147,584-86.2% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.6%+4.4pp | 82.8%-2.8pp |
| Annual return | 19.41% | 27.06%-7.7pp | 4.60%+14.8pp | 578.55%-559.1pp |
| Employer contribution / active EE | $1,126 | $3,116-63.9% | $2,456-54.2% | $4,876-76.9% |
| Participant deferral / active EE | $1,889 | $4,195-55.0% | $3,547-46.8% | $5,439-65.3% |
| Admin fee / account holder | $2,447 | $8,948-72.7% | $5,417-54.8% | $10,885-77.5% |