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 | $7,366 | $73,515-90.0% | $62,995-88.3% | $147,584-95.0% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.8%+0.2pp | 82.8%-7.8pp |
| Annual return | 24.11% | 175.43%-151.3pp | 87.57%-63.5pp | 578.55%-554.4pp |
| Employer contribution / active EE | $2,028 | $3,320-38.9% | $2,759-26.5% | $4,876-58.4% |
| Participant deferral / active EE | $2,442 | $4,185-41.6% | $3,329-26.7% | $5,439-55.1% |
| Admin fee / account holder | $4,045 | $5,953-32.1% | $3,600+12.4% | $10,885-62.8% |