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 | $20,731 | $89,355-76.8% | $141,162-85.3% | $72,985-71.6% |
| Participation rate | 80.4% | 75.1%+5.3pp | 82.5%-2.0pp | 69.5%+10.9pp |
| Annual return | 23.74% | 111.85%-88.1pp | 71.39%-47.7pp | 81.00%-57.3pp |
| Employer contribution / active EE | $1,312 | $3,114-57.9% | $4,735-72.3% | $2,440-46.2% |
| Participant deferral / active EE | $3,045 | $5,418-43.8% | $6,709-54.6% | $3,607-15.6% |
| Admin fee / account holder | $766 | $5,958-87.1% | $10,261-92.5% | $5,124-85.0% |