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 | $19,131 | $98,750-80.6% | $149,696-87.2% | $79,858-76.0% |
| Participation rate | 78.3% | 75.8%+2.5pp | 82.5%-4.2pp | 69.6%+8.6pp |
| Annual return | 17.36% | 27.43%-10.1pp | 276.60%-259.2pp | 31.71%-14.4pp |
| Employer contribution / active EE | $630 | $3,216-80.4% | $4,644-86.4% | $2,471-74.5% |
| Participant deferral / active EE | $2,379 | $5,680-58.1% | $6,842-65.2% | $3,740-36.4% |
| Admin fee / account holder | $2,234 | $6,053-63.1% | $9,309-76.0% | $5,306-57.9% |