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 | $11,359 | $99,341-88.6% | $84,750-86.6% | $273,961-95.9% |
| Participation rate | 90.0% | 80.7%+9.3pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 15.91% | 22.93%-7.0pp | 22.78%-6.9pp | 41.45%-25.5pp |
| Employer contribution / active EE | $1,907 | $4,214-54.7% | $3,574-46.6% | $4,869-60.8% |
| Participant deferral / active EE | $3,856 | $4,269-9.7% | $3,712+3.9% | $5,287-27.1% |
| Admin fee / account holder | $621 | $6,644-90.7% | $5,332-88.4% | $10,132-93.9% |