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 | $17,767 | $65,365-72.8% | $92,893-80.9% | $72,985-75.7% |
| Participation rate | 93.6% | 68.3%+25.3pp | 76.0%+17.6pp | 69.5%+24.1pp |
| Annual return | 19.29% | 42.10%-22.8pp | 109.41%-90.1pp | 81.00%-61.7pp |
| Employer contribution / active EE | $1,727 | $2,594-33.4% | $3,653-52.7% | $2,440-29.2% |
| Participant deferral / active EE | $3,181 | $3,128+1.7% | $4,236-24.9% | $3,607-11.8% |
| Admin fee / account holder | $6,593 | $4,251+55.1% | $5,794+13.8% | $5,124+28.7% |