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 | $13,718 | $104,251-86.8% | $91,001-84.9% | $147,584-90.7% |
| Participation rate | 77.8% | 78.2%-0.5pp | 75.6%+2.2pp | 82.8%-5.1pp |
| Annual return | 20.58% | 27.06%-6.5pp | 4.60%+16.0pp | 578.55%-558.0pp |
| Employer contribution / active EE | $1,062 | $3,116-65.9% | $2,456-56.8% | $4,876-78.2% |
| Participant deferral / active EE | $2,179 | $4,195-48.0% | $3,547-38.6% | $5,439-59.9% |
| Admin fee / account holder | $424 | $8,948-95.3% | $5,417-92.2% | $10,885-96.1% |