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 | $16,946 | $58,512-71.0% | $84,015-79.8% | $72,985-76.8% |
| Participation rate | 76.5% | 61.2%+15.2pp | 69.0%+7.5pp | 69.5%+7.0pp |
| Annual return | 31.58% | 28.93%+2.6pp | 71.31%-39.7pp | 81.00%-49.4pp |
| Employer contribution / active EE | $228 | $1,163-80.4% | $1,983-88.5% | $2,440-90.6% |
| Participant deferral / active EE | $2,188 | $2,394-8.6% | $3,239-32.4% | $3,607-39.3% |
| Admin fee / account holder | $976 | $4,569-78.6% | $6,101-84.0% | $5,124-81.0% |