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 | $12,473 | $95,416-86.9% | $185,823-93.3% | $85,850-85.5% |
| Participation rate | 80.0% | 68.8%+11.2pp | 81.7%-1.7pp | 69.3%+10.7pp |
| Annual return | 25.50% | 23.59%+1.9pp | 122.05%-96.6pp | 318.53%-293.0pp |
| Employer contribution / active EE | $1,459 | $3,314-56.0% | $5,167-71.8% | $2,565-43.1% |
| Participant deferral / active EE | $1,307 | $3,423-61.8% | $5,568-76.5% | $3,952-66.9% |
| Admin fee / account holder | $1,355 | $7,213-81.2% | $16,237-91.7% | $6,260-78.4% |