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 | $27,978 | $83,477-66.5% | $125,175-77.6% | $72,985-61.7% |
| Participation rate | 77.5% | 73.3%+4.2pp | 79.8%-2.3pp | 69.5%+8.0pp |
| Annual return | 18.60% | 25.78%-7.2pp | 43.79%-25.2pp | 81.00%-62.4pp |
| Employer contribution / active EE | $1,011 | $2,345-56.9% | $3,865-73.9% | $2,440-58.6% |
| Participant deferral / active EE | $2,405 | $3,585-32.9% | $4,937-51.3% | $3,607-33.3% |
| Admin fee / account holder | $14,561 | $5,517+163.9% | $9,702+50.1% | $5,124+184.1% |