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 | $20,806 | $69,977-70.3% | $108,579-80.8% | $62,891-66.9% |
| Participation rate | 81.3% | 72.9%+8.4pp | 79.6%+1.7pp | 69.3%+11.9pp |
| Annual return | 17.39% | 10.73%+6.7pp | -51.70%+69.1pp | 20.14%-2.8pp |
| Employer contribution / active EE | $2,488 | $2,135+16.5% | $3,758-33.8% | $2,281+9.1% |
| Participant deferral / active EE | $4,099 | $3,165+29.5% | $4,311-4.9% | $3,203+28.0% |
| Admin fee / account holder | $1,144 | $5,076-77.5% | $7,645-85.0% | $4,296-73.4% |