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 | $16,973 | $153,772-89.0% | $133,980-87.3% | $273,961-93.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 13.57% | 36.51%-22.9pp | 29.30%-15.7pp | 41.45%-27.9pp |
| Employer contribution / active EE | $3,071 | $6,029-49.1% | $5,211-41.1% | $4,869-36.9% |
| Participant deferral / active EE | $7,101 | $6,958+2.1% | $6,282+13.0% | $5,287+34.3% |
| Admin fee / account holder | $849 | $11,765-92.8% | $9,324-90.9% | $10,132-91.6% |