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 | $18,028 | $86,286-79.1% | $111,297-83.8% | $85,850-79.0% |
| Participation rate | 96.0% | 73.3%+22.7pp | 77.3%+18.7pp | 69.3%+26.7pp |
| Annual return | 16.23% | 19.99%-3.8pp | 54.65%-38.4pp | 318.53%-302.3pp |
| Employer contribution / active EE | $1,466 | $2,043-28.3% | $2,731-46.3% | $2,565-42.9% |
| Participant deferral / active EE | $2,990 | $3,641-17.9% | $4,487-33.4% | $3,952-24.3% |
| Admin fee / account holder | $1,561 | $8,188-80.9% | $7,964-80.4% | $6,260-75.1% |