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 | $12,902 | $60,349-78.6% | $74,183-82.6% | $62,891-79.5% |
| Participation rate | 96.9% | 72.7%+24.1pp | 76.6%+20.3pp | 69.3%+27.6pp |
| Annual return | 10.01% | 21.37%-11.4pp | 17.74%-7.7pp | 20.14%-10.1pp |
| Employer contribution / active EE | $1,996 | $1,680+18.8% | $2,370-15.8% | $2,281-12.5% |
| Participant deferral / active EE | $3,887 | $2,856+36.1% | $3,550+9.5% | $3,203+21.3% |
| Admin fee / account holder | $740 | $4,261-82.6% | $5,586-86.8% | $4,296-82.8% |