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 | $8,040 | $93,071-91.4% | $74,583-89.2% | $273,961-97.1% |
| Participation rate | 80.0% | 74.9%+5.1pp | 68.1%+11.9pp | 83.0%-3.0pp |
| Annual return | 8.99% | 26.18%-17.2pp | 20.47%-11.5pp | 41.45%-32.5pp |
| Employer contribution / active EE | $1,124 | $3,160-64.4% | $2,525-55.5% | $4,869-76.9% |
| Participant deferral / active EE | $2,037 | $4,160-51.0% | $3,458-41.1% | $5,287-61.5% |
| Admin fee / account holder | $841 | $5,272-84.1% | $4,138-79.7% | $10,132-91.7% |