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 | $31,240 | $79,171-60.5% | $102,423-69.5% | $74,495-58.1% |
| Participation rate | 74.5% | 74.8%-0.3pp | 76.5%-2.0pp | 67.2%+7.3pp |
| Annual return | 24.02% | 54.93%-30.9pp | 29.32%-5.3pp | 1364.94%-1340.9pp |
| Employer contribution / active EE | $1,382 | $2,362-41.5% | $3,023-54.3% | $2,623-47.3% |
| Participant deferral / active EE | $2,522 | $4,415-42.9% | $5,053-50.1% | $4,346-42.0% |
| Admin fee / account holder | $1,530 | $2,001-23.5% | $9,451-83.8% | $1,942-21.2% |