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 5-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 | $17,938 | $87,013-79.4% | $106,213-83.1% | $80,856-77.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 16.99% | 17.05%-0.1pp | 116.14%-99.1pp | 35.59%-18.6pp |
| Employer contribution / active EE | $1,656 | $2,395-30.9% | $3,171-47.8% | $2,755-39.9% |
| Participant deferral / active EE | $3,227 | $3,986-19.0% | $5,016-35.7% | $4,296-24.9% |
| Admin fee / account holder | $1,411 | $8,431-83.3% | $11,033-87.2% | $6,918-79.6% |