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 | $5,079 | $90,503-94.4% | $78,689-93.5% | $273,961-98.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.15% | 75.60%-65.5pp | 62.18%-52.0pp | 41.45%-31.3pp |
| Employer contribution / active EE | $1,484 | $3,176-53.3% | $2,851-47.9% | $4,869-69.5% |
| Participant deferral / active EE | $2,457 | $3,901-37.0% | $3,517-30.1% | $5,287-53.5% |
| Admin fee / account holder | $4,619 | $5,263-12.2% | $4,510+2.4% | $10,132-54.4% |