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 | $181,910 | $369,484-50.8% | $303,047-40.0% | $357,791-49.2% |
| Participation rate | 100.0% | 90.0%+10.0pp | 87.1%+12.9pp | 85.6%+14.4pp |
| Annual return | 14.75% | 0.42%+14.3pp | 2.47%+12.3pp | 396.79%-382.0pp |
| Employer contribution / active EE | $20,067 | $9,025+122.4% | $7,418+170.5% | $7,508+167.3% |
| Participant deferral / active EE | $9,208 | $5,439+69.3% | $5,070+81.6% | $5,521+66.8% |
| Admin fee / account holder | $4,487 | $49,137-90.9% | $39,333-88.6% | $28,387-84.2% |