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 | $11,232 | $101,069-88.9% | $81,478-86.2% | $147,584-92.4% |
| Participation rate | 71.4% | 74.5%-3.0pp | 68.0%+3.5pp | 82.8%-11.4pp |
| Annual return | 22.09% | 32.40%-10.3pp | 38.78%-16.7pp | 578.55%-556.5pp |
| Employer contribution / active EE | $2,264 | $3,205-29.4% | $2,568-11.8% | $4,876-53.6% |
| Participant deferral / active EE | $2,971 | $4,242-30.0% | $3,537-16.0% | $5,439-45.4% |
| Admin fee / account holder | $2,165 | $5,812-62.7% | $4,561-52.5% | $10,885-80.1% |