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 | $21,840 | $85,766-74.5% | $136,294-84.0% | $70,131-68.9% |
| Participation rate | 71.8% | 74.2%-2.4pp | 81.9%-10.1pp | 69.5%+2.3pp |
| Annual return | 20.27% | 31.45%-11.2pp | 5155.94%-5135.7pp | 73.14%-52.9pp |
| Employer contribution / active EE | $2,563 | $2,966-13.6% | $4,695-45.4% | $2,342+9.4% |
| Participant deferral / active EE | $4,931 | $5,051-2.4% | $6,247-21.1% | $3,332+48.0% |
| Admin fee / account holder | $3,208 | $5,420-40.8% | $9,243-65.3% | $4,645-30.9% |