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 | $21,537 | $98,240-78.1% | $82,313-73.8% | $147,584-85.4% |
| Participation rate | 70.0% | 79.7%-9.7pp | 76.9%-6.9pp | 82.8%-12.8pp |
| Annual return | 20.11% | 30.85%-10.7pp | 25.88%-5.8pp | 578.55%-558.4pp |
| Employer contribution / active EE | $1,341 | $3,192-58.0% | $2,428-44.8% | $4,876-72.5% |
| Participant deferral / active EE | $3,375 | $4,383-23.0% | $3,706-8.9% | $5,439-37.9% |
| Admin fee / account holder | $309 | $8,563-96.4% | $5,608-94.5% | $10,885-97.2% |