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 | $15,429 | $91,552-83.1% | $133,956-88.5% | $79,858-80.7% |
| Participation rate | 76.2% | 73.3%+2.8pp | 79.8%-3.6pp | 69.6%+6.6pp |
| Annual return | 21.91% | 61.85%-39.9pp | 45.09%-23.2pp | 31.71%-9.8pp |
| Employer contribution / active EE | $1,017 | $2,384-57.3% | $3,919-74.1% | $2,471-58.8% |
| Participant deferral / active EE | $2,745 | $3,733-26.5% | $5,048-45.6% | $3,740-26.6% |
| Admin fee / account holder | $2,853 | $6,321-54.9% | $8,927-68.0% | $5,306-46.2% |