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 | $20,713 | $91,552-77.4% | $133,956-84.5% | $79,858-74.1% |
| Participation rate | 91.4% | 73.3%+18.1pp | 79.8%+11.6pp | 69.6%+21.8pp |
| Annual return | 11.08% | 61.85%-50.8pp | 45.09%-34.0pp | 31.71%-20.6pp |
| Employer contribution / active EE | $1,395 | $2,384-41.5% | $3,919-64.4% | $2,471-43.6% |
| Participant deferral / active EE | $3,352 | $3,733-10.2% | $5,048-33.6% | $3,740-10.4% |
| Admin fee / account holder | $1,752 | $6,321-72.3% | $8,927-80.4% | $5,306-67.0% |