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 | $11,276 | $54,541-79.3% | $78,778-85.7% | $70,131-83.9% |
| Participation rate | 78.6% | 60.8%+17.8pp | 69.2%+9.4pp | 69.5%+9.0pp |
| Annual return | 19.07% | 21.07%-2.0pp | 35.62%-16.5pp | 73.14%-54.1pp |
| Employer contribution / active EE | $1,564 | $1,089+43.7% | $1,986-21.3% | $2,342-33.2% |
| Participant deferral / active EE | $3,557 | $2,210+61.0% | $2,958+20.3% | $3,332+6.8% |
| Admin fee / account holder | $2,773 | $3,709-25.2% | $5,134-46.0% | $4,645-40.3% |