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 | $15,961 | $153,772-89.6% | $133,980-88.1% | $273,961-94.2% |
| Participation rate | 71.4% | 88.4%-16.9pp | 87.1%-15.6pp | 83.0%-11.6pp |
| Annual return | 11.81% | 36.51%-24.7pp | 29.30%-17.5pp | 41.45%-29.6pp |
| Employer contribution / active EE | $1,917 | $6,029-68.2% | $5,211-63.2% | $4,869-60.6% |
| Participant deferral / active EE | $4,139 | $6,958-40.5% | $6,282-34.1% | $5,287-21.7% |
| Admin fee / account holder | $61,735 | $11,765+424.7% | $9,324+562.1% | $10,132+509.3% |