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 | $13,117 | $76,552-82.9% | $123,892-89.4% | $62,891-79.1% |
| Participation rate | 80.8% | 73.0%+7.8pp | 81.4%-0.6pp | 69.3%+11.5pp |
| Annual return | 22.13% | 18.68%+3.5pp | 47.52%-25.4pp | 20.14%+2.0pp |
| Employer contribution / active EE | $1,146 | $2,883-60.2% | $4,617-75.2% | $2,281-49.7% |
| Participant deferral / active EE | $3,026 | $4,840-37.5% | $5,984-49.4% | $3,203-5.5% |
| Admin fee / account holder | $450 | $4,826-90.7% | $8,357-94.6% | $4,296-89.5% |