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 | $24,763 | $81,208-69.5% | $98,907-75.0% | $79,858-69.0% |
| Participation rate | 89.5% | 72.5%+17.0pp | 76.0%+13.4pp | 69.6%+19.8pp |
| Annual return | 12.79% | 60.99%-48.2pp | 196.43%-183.6pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,030 | $1,960-47.4% | $2,689-61.7% | $2,471-58.3% |
| Participant deferral / active EE | $1,946 | $3,265-40.4% | $4,244-54.2% | $3,740-48.0% |
| Admin fee / account holder | $5,258 | $6,013-12.6% | $6,642-20.8% | $5,306-0.9% |