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 | $26,740 | $152,587-82.5% | $125,175-78.6% | $152,861-82.5% |
| Participation rate | 93.8% | 83.3%+10.4pp | 79.8%+14.0pp | 82.4%+11.3pp |
| Annual return | 19.28% | 54.84%-35.6pp | 43.79%-24.5pp | 345.32%-326.0pp |
| Employer contribution / active EE | $2,029 | $4,946-59.0% | $3,865-47.5% | $4,762-57.4% |
| Participant deferral / active EE | $3,966 | $5,868-32.4% | $4,937-19.7% | $5,850-32.2% |
| Admin fee / account holder | $6,498 | $13,434-51.6% | $9,702-33.0% | $11,596-44.0% |