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 | $22,648 | $91,538-75.3% | $129,995-82.6% | $75,163-69.9% |
| Participation rate | 76.6% | 71.4%+5.2pp | 78.5%-1.9pp | 67.2%+9.4pp |
| Annual return | 13.80% | -631.11%+644.9pp | -137.18%+151.0pp | 160.62%-146.8pp |
| Employer contribution / active EE | $1,212 | $2,845-57.4% | $4,320-71.9% | $2,670-54.6% |
| Participant deferral / active EE | $3,508 | $4,341-19.2% | $5,820-39.7% | $4,125-15.0% |
| Admin fee / account holder | $4,878 | $6,790-28.2% | $10,614-54.0% | $5,651-13.7% |