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 | $16,119 | $135,952-88.1% | $123,892-87.0% | $273,961-94.1% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 8.07% | 56.63%-48.6pp | 47.52%-39.4pp | 41.45%-33.4pp |
| Employer contribution / active EE | $1,108 | $5,170-78.6% | $4,617-76.0% | $4,869-77.2% |
| Participant deferral / active EE | $3,675 | $6,343-42.1% | $5,984-38.6% | $5,287-30.5% |
| Admin fee / account holder | $3,556 | $9,817-63.8% | $8,357-57.5% | $10,132-64.9% |