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 | $21,504 | $124,319-82.7% | $111,297-80.7% | $167,490-87.2% |
| Participation rate | 72.7% | 79.6%-6.9pp | 77.3%-4.6pp | 82.1%-9.4pp |
| Annual return | 15.69% | 37.44%-21.7pp | 54.65%-39.0pp | 478.56%-462.9pp |
| Employer contribution / active EE | $1,319 | $3,435-61.6% | $2,731-51.7% | $4,837-72.7% |
| Participant deferral / active EE | $3,884 | $5,180-25.0% | $4,487-13.5% | $6,341-38.8% |
| Admin fee / account holder | $1,150 | $10,618-89.2% | $7,964-85.6% | $12,309-90.7% |