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 | $22,286 | $142,405-84.4% | $115,157-80.6% | $152,861-85.4% |
| Participation rate | 81.8% | 82.4%-0.5pp | 75.9%+5.9pp | 82.4%-0.6pp |
| Annual return | 27.47% | 41.48%-14.0pp | 35.60%-8.1pp | 345.32%-317.9pp |
| Employer contribution / active EE | $828 | $4,010-79.3% | $3,179-73.9% | $4,762-82.6% |
| Participant deferral / active EE | $3,198 | $5,164-38.1% | $4,168-23.3% | $5,850-45.3% |
| Admin fee / account holder | $321 | $8,462-96.2% | $7,088-95.5% | $11,596-97.2% |