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 | $12,066 | $93,571-87.1% | $135,903-91.1% | $75,163-83.9% |
| Participation rate | 77.2% | 75.2%+2.0pp | 81.9%-4.7pp | 67.2%+10.0pp |
| Annual return | 19.75% | 30.90%-11.2pp | 68.23%-48.5pp | 160.62%-140.9pp |
| Employer contribution / active EE | $1,662 | $3,537-53.0% | $4,856-65.8% | $2,670-37.8% |
| Participant deferral / active EE | $2,600 | $6,404-59.4% | $7,758-66.5% | $4,125-37.0% |
| Admin fee / account holder | $833 | $6,975-88.1% | $10,762-92.3% | $5,651-85.3% |