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 | $16,442 | $78,422-79.0% | $95,952-82.9% | $79,858-79.4% |
| Participation rate | 97.0% | 73.5%+23.5pp | 77.1%+19.9pp | 69.6%+27.3pp |
| Annual return | 17.81% | 19.37%-1.6pp | 91.61%-73.8pp | 31.71%-13.9pp |
| Employer contribution / active EE | $1,054 | $1,945-45.8% | $2,541-58.5% | $2,471-57.3% |
| Participant deferral / active EE | $2,757 | $3,440-19.8% | $4,167-33.8% | $3,740-26.3% |
| Admin fee / account holder | $1,578 | $5,622-71.9% | $6,795-76.8% | $5,306-70.3% |