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 | $9,007 | $181,894-95.0% | $156,549-94.2% | $273,961-96.7% |
| Participation rate | 76.5% | 88.4%-11.9pp | 84.0%-7.5pp | 83.0%-6.5pp |
| Annual return | 5.86% | 30.74%-24.9pp | 32.23%-26.4pp | 41.45%-35.6pp |
| Employer contribution / active EE | $1,562 | $6,248-75.0% | $5,501-71.6% | $4,869-67.9% |
| Participant deferral / active EE | $2,242 | $5,550-59.6% | $4,871-54.0% | $5,287-57.6% |
| Admin fee / account holder | $443 | $15,559-97.2% | $13,027-96.6% | $10,132-95.6% |