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 | $8,520 | $77,419-89.0% | $69,455-87.7% | $152,861-94.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 74.6%+0.4pp | 82.4%-7.4pp |
| Annual return | 28.76% | 39.06%-10.3pp | 28.97%-0.2pp | 345.32%-316.6pp |
| Employer contribution / active EE | $1,043 | $3,315-68.5% | $2,779-62.5% | $4,762-78.1% |
| Participant deferral / active EE | $2,902 | $4,414-34.3% | $3,535-17.9% | $5,850-50.4% |
| Admin fee / account holder | $1,268 | $6,207-79.6% | $3,839-67.0% | $11,596-89.1% |