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 | $11,972 | $98,750-87.9% | $149,696-92.0% | $79,858-85.0% |
| Participation rate | 70.7% | 75.8%-5.0pp | 82.5%-11.7pp | 69.6%+1.1pp |
| Annual return | 16.30% | 27.43%-11.1pp | 276.60%-260.3pp | 31.71%-15.4pp |
| Employer contribution / active EE | $1,913 | $3,216-40.5% | $4,644-58.8% | $2,471-22.6% |
| Participant deferral / active EE | $2,598 | $5,680-54.3% | $6,842-62.0% | $3,740-30.5% |
| Admin fee / account holder | $1,370 | $6,053-77.4% | $9,309-85.3% | $5,306-74.2% |