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 | $19,139 | $105,630-81.9% | $87,507-78.1% | $273,961-93.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 6.82% | 12.25%-5.4pp | 12.21%-5.4pp | 41.45%-34.6pp |
| Employer contribution / active EE | $2,308 | $3,141-26.5% | $2,550-9.5% | $4,869-52.6% |
| Participant deferral / active EE | $1,500 | $3,601-58.3% | $3,149-52.4% | $5,287-71.6% |
| Admin fee / account holder | $1,073 | $4,781-77.6% | $4,221-74.6% | $10,132-89.4% |