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 | $19,894 | $85,766-76.8% | $136,294-85.4% | $70,131-71.6% |
| Participation rate | 82.2% | 74.2%+8.0pp | 81.9%+0.3pp | 69.5%+12.7pp |
| Annual return | 23.01% | 31.45%-8.4pp | 5155.94%-5132.9pp | 73.14%-50.1pp |
| Employer contribution / active EE | $2,220 | $2,966-25.2% | $4,695-52.7% | $2,342-5.2% |
| Participant deferral / active EE | $2,798 | $5,051-44.6% | $6,247-55.2% | $3,332-16.0% |
| Admin fee / account holder | $647 | $5,420-88.1% | $9,243-93.0% | $4,645-86.1% |