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 | $16,060 | $124,319-87.1% | $111,297-85.6% | $167,490-90.4% |
| Participation rate | 81.3% | 79.6%+1.6pp | 77.3%+3.9pp | 82.1%-0.9pp |
| Annual return | 12.90% | 37.44%-24.5pp | 54.65%-41.8pp | 478.56%-465.7pp |
| Employer contribution / active EE | $1,363 | $3,435-60.3% | $2,731-50.1% | $4,837-71.8% |
| Participant deferral / active EE | $1,741 | $5,180-66.4% | $4,487-61.2% | $6,341-72.5% |
| Admin fee / account holder | $505 | $10,618-95.2% | $7,964-93.7% | $12,309-95.9% |