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 | $16,214 | $135,952-88.1% | $123,892-86.9% | $273,961-94.1% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 12.38% | 56.63%-44.2pp | 47.52%-35.1pp | 41.45%-29.1pp |
| Employer contribution / active EE | $2,219 | $5,170-57.1% | $4,617-51.9% | $4,869-54.4% |
| Participant deferral / active EE | $3,697 | $6,343-41.7% | $5,984-38.2% | $5,287-30.1% |
| Admin fee / account holder | $466 | $9,817-95.3% | $8,357-94.4% | $10,132-95.4% |