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 | $22,508 | $80,968-72.2% | $96,544-76.7% | $75,163-70.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 16.93% | 27.06%-10.1pp | 25.84%-8.9pp | 160.62%-143.7pp |
| Employer contribution / active EE | $991 | $2,282-56.6% | $2,965-66.6% | $2,670-62.9% |
| Participant deferral / active EE | $1,820 | $3,928-53.7% | $4,851-62.5% | $4,125-55.9% |
| Admin fee / account holder | $1,726 | $6,724-74.3% | $8,252-79.1% | $5,651-69.5% |