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 3-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 | $20,834 | $89,753-76.8% | $107,525-80.6% | $84,808-75.4% |
| Participation rate | 76.5% | 68.1%+8.4pp | 75.1%+1.4pp | 68.3%+8.2pp |
| Annual return | 48.19% | 29.48%+18.7pp | 181.32%-133.1pp | 40.90%+7.3pp |
| Employer contribution / active EE | $1,973 | $3,113-36.6% | $3,754-47.4% | $2,631-25.0% |
| Participant deferral / active EE | $4,416 | $4,056+8.9% | $5,116-13.7% | $4,212+4.9% |
| Admin fee / account holder | $1,120 | $7,222-84.5% | $8,919-87.4% | $7,344-84.8% |