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 | $15,483 | $165,912-90.7% | $122,332-87.3% | $147,584-89.5% |
| Participation rate | 80.0% | 79.6%+0.4pp | 71.6%+8.4pp | 82.8%-2.8pp |
| Annual return | 12.41% | 34.55%-22.1pp | 30.27%-17.9pp | 578.55%-566.1pp |
| Employer contribution / active EE | $374 | $5,754-93.5% | $4,050-90.8% | $4,876-92.3% |
| Participant deferral / active EE | $1,761 | $4,005-56.0% | $3,287-46.4% | $5,439-67.6% |
| Admin fee / account holder | $1,343 | $7,424-81.9% | $5,478-75.5% | $10,885-87.7% |