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 | $17,934 | $69,977-74.4% | $108,579-83.5% | $62,891-71.5% |
| Participation rate | 78.6% | 72.9%+5.7pp | 79.6%-1.0pp | 69.3%+9.3pp |
| Annual return | 6.28% | 10.73%-4.5pp | -51.70%+58.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,521 | $2,135-28.7% | $3,758-59.5% | $2,281-33.3% |
| Participant deferral / active EE | $4,777 | $3,165+50.9% | $4,311+10.8% | $3,203+49.1% |
| Admin fee / account holder | $1,181 | $5,076-76.7% | $7,645-84.6% | $4,296-72.5% |