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 | $21,886 | $112,096-80.5% | $95,952-77.2% | $158,922-86.2% |
| Participation rate | 84.2% | 79.0%+5.2pp | 77.1%+7.1pp | 82.0%+2.3pp |
| Annual return | 22.31% | 171.09%-148.8pp | 91.61%-69.3pp | 302.83%-280.5pp |
| Employer contribution / active EE | $1,581 | $3,198-50.6% | $2,541-37.8% | $4,761-66.8% |
| Participant deferral / active EE | $2,234 | $4,784-53.3% | $4,167-46.4% | $5,982-62.7% |
| Admin fee / account holder | $369 | $10,130-96.4% | $6,795-94.6% | $11,246-96.7% |