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 | $18,978 | $64,348-70.5% | $90,160-79.0% | $70,131-72.9% |
| Participation rate | 92.4% | 70.4%+22.0pp | 76.9%+15.5pp | 69.5%+22.9pp |
| Annual return | 20.13% | 28.13%-8.0pp | 34.88%-14.8pp | 73.14%-53.0pp |
| Employer contribution / active EE | $1,092 | $2,046-46.6% | $3,318-67.1% | $2,342-53.4% |
| Participant deferral / active EE | $1,872 | $4,389-57.3% | $5,288-64.6% | $3,332-43.8% |
| Admin fee / account holder | $546 | $3,944-86.1% | $5,943-90.8% | $4,645-88.2% |