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 | $21,935 | $98,750-77.8% | $149,696-85.3% | $79,858-72.5% |
| Participation rate | 90.7% | 75.8%+15.0pp | 82.5%+8.3pp | 69.6%+21.1pp |
| Annual return | 17.61% | 27.43%-9.8pp | 276.60%-259.0pp | 31.71%-14.1pp |
| Employer contribution / active EE | $1,389 | $3,216-56.8% | $4,644-70.1% | $2,471-43.8% |
| Participant deferral / active EE | $3,523 | $5,680-38.0% | $6,842-48.5% | $3,740-5.8% |
| Admin fee / account holder | $2,857 | $6,053-52.8% | $9,309-69.3% | $5,306-46.2% |