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 | $21,671 | $86,286-74.9% | $111,297-80.5% | $85,850-74.8% |
| Participation rate | 82.0% | 73.3%+8.7pp | 77.3%+4.7pp | 69.3%+12.7pp |
| Annual return | 15.85% | 19.99%-4.1pp | 54.65%-38.8pp | 318.53%-302.7pp |
| Employer contribution / active EE | $811 | $2,043-60.3% | $2,731-70.3% | $2,565-68.4% |
| Participant deferral / active EE | $2,975 | $3,641-18.3% | $4,487-33.7% | $3,952-24.7% |
| Admin fee / account holder | $4,380 | $8,188-46.5% | $7,964-45.0% | $6,260-30.0% |