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 | $18,872 | $104,251-81.9% | $91,001-79.3% | $147,584-87.2% |
| Participation rate | 86.7% | 78.2%+8.4pp | 75.6%+11.1pp | 82.8%+3.8pp |
| Annual return | 15.20% | 27.06%-11.9pp | 4.60%+10.6pp | 578.55%-563.3pp |
| Employer contribution / active EE | $840 | $3,116-73.0% | $2,456-65.8% | $4,876-82.8% |
| Participant deferral / active EE | $1,153 | $4,195-72.5% | $3,547-67.5% | $5,439-78.8% |
| Admin fee / account holder | $1,563 | $8,948-82.5% | $5,417-71.1% | $10,885-85.6% |