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 | $20,577 | $112,096-81.6% | $95,952-78.6% | $158,922-87.1% |
| Participation rate | 95.2% | 79.0%+16.3pp | 77.1%+18.2pp | 82.0%+13.3pp |
| Annual return | 19.16% | 171.09%-151.9pp | 91.61%-72.5pp | 302.83%-283.7pp |
| Employer contribution / active EE | $1,516 | $3,198-52.6% | $2,541-40.3% | $4,761-68.2% |
| Participant deferral / active EE | $3,062 | $4,784-36.0% | $4,167-26.5% | $5,982-48.8% |
| Admin fee / account holder | $2,295 | $10,130-77.3% | $6,795-66.2% | $11,246-79.6% |