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 | $15,314 | $78,705-80.5% | $117,854-87.0% | $70,131-78.2% |
| Participation rate | 78.8% | 73.2%+5.6pp | 79.7%-0.9pp | 69.5%+9.2pp |
| Annual return | 14.74% | 23.30%-8.6pp | 335.08%-320.3pp | 73.14%-58.4pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,626 | $3,297-50.7% | $4,482-63.7% | $3,332-51.2% |
| Admin fee / account holder | $3,720 | $5,065-26.6% | $8,020-53.6% | $4,645-19.9% |