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 | $10,157 | $96,557-89.5% | $80,975-87.5% | $273,961-96.3% |
| Participation rate | 87.5% | 79.1%+8.4pp | 75.8%+11.7pp | 83.0%+4.5pp |
| Annual return | 8.55% | 15.14%-6.6pp | 17.10%-8.6pp | 41.45%-32.9pp |
| Employer contribution / active EE | $1,757 | $4,868-63.9% | $3,714-52.7% | $4,869-63.9% |
| Participant deferral / active EE | $2,348 | $6,598-64.4% | $5,696-58.8% | $5,287-55.6% |
| Admin fee / account holder | $1,098 | $7,492-85.3% | $5,516-80.1% | $10,132-89.2% |