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 | $5,173 | $48,076-89.2% | $78,689-93.4% | $62,891-91.8% |
| Participation rate | 93.5% | 65.2%+28.3pp | 73.6%+19.9pp | 69.3%+24.2pp |
| Annual return | 11.83% | 31.35%-19.5pp | 62.18%-50.3pp | 20.14%-8.3pp |
| Employer contribution / active EE | $1,035 | $2,015-48.6% | $2,851-63.7% | $2,281-54.6% |
| Participant deferral / active EE | $2,509 | $2,588-3.1% | $3,517-28.7% | $3,203-21.7% |
| Admin fee / account holder | $324 | $3,207-89.9% | $4,510-92.8% | $4,296-92.4% |