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 | $11,228 | $153,772-92.7% | $133,980-91.6% | $273,961-95.9% |
| Participation rate | 94.1% | 88.4%+5.8pp | 87.1%+7.1pp | 83.0%+11.1pp |
| Annual return | 21.31% | 36.51%-15.2pp | 29.30%-8.0pp | 41.45%-20.1pp |
| Employer contribution / active EE | $3,740 | $6,029-38.0% | $5,211-28.2% | $4,869-23.2% |
| Participant deferral / active EE | $5,481 | $6,958-21.2% | $6,282-12.8% | $5,287+3.7% |
| Admin fee / account holder | $1,337 | $11,765-88.6% | $9,324-85.7% | $10,132-86.8% |