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 | $17,161 | $85,766-80.0% | $136,294-87.4% | $70,131-75.5% |
| Participation rate | 86.0% | 74.2%+11.9pp | 81.9%+4.1pp | 69.5%+16.5pp |
| Annual return | 20.11% | 31.45%-11.3pp | 5155.94%-5135.8pp | 73.14%-53.0pp |
| Employer contribution / active EE | $1,405 | $2,966-52.6% | $4,695-70.1% | $2,342-40.0% |
| Participant deferral / active EE | $2,321 | $5,051-54.1% | $6,247-62.9% | $3,332-30.3% |
| Admin fee / account holder | $4,454 | $5,420-17.8% | $9,243-51.8% | $4,645-4.1% |