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 | $10,053 | $52,580-80.9% | $71,671-86.0% | $70,131-85.7% |
| Participation rate | 73.1% | 60.9%+12.2pp | 68.7%+4.3pp | 69.5%+3.5pp |
| Annual return | 24.43% | 20.25%+4.2pp | 20.65%+3.8pp | 73.14%-48.7pp |
| Employer contribution / active EE | $1,047 | $1,616-35.2% | $2,460-57.4% | $2,342-55.3% |
| Participant deferral / active EE | $1,860 | $2,386-22.1% | $3,438-45.9% | $3,332-44.2% |
| Admin fee / account holder | $391 | $3,653-89.3% | $5,558-93.0% | $4,645-91.6% |