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 | $19,441 | $142,405-86.3% | $115,157-83.1% | $152,861-87.3% |
| Participation rate | 71.4% | 82.4%-10.9pp | 75.9%-4.5pp | 82.4%-11.0pp |
| Annual return | 12.21% | 41.48%-29.3pp | 35.60%-23.4pp | 345.32%-333.1pp |
| Employer contribution / active EE | $1,056 | $4,010-73.7% | $3,179-66.8% | $4,762-77.8% |
| Participant deferral / active EE | $1,526 | $5,164-70.4% | $4,168-63.4% | $5,850-73.9% |
| Admin fee / account holder | $5,224 | $8,462-38.3% | $7,088-26.3% | $11,596-55.0% |