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 | $22,509 | $100,041-77.5% | $149,718-85.0% | $70,131-67.9% |
| Participation rate | 71.7% | 83.6%-11.9pp | 87.1%-15.4pp | 69.5%+2.2pp |
| Annual return | 23.48% | 27.43%-3.9pp | 1501.63%-1478.1pp | 73.14%-49.7pp |
| Employer contribution / active EE | $2,584 | $3,662-29.4% | $5,445-52.5% | $2,342+10.3% |
| Participant deferral / active EE | $5,073 | $4,983+1.8% | $6,569-22.8% | $3,332+52.3% |
| Admin fee / account holder | $2,885 | $8,286-65.2% | $11,283-74.4% | $4,645-37.9% |