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 | $9,045 | $93,346-90.3% | $71,796-87.4% | $273,961-96.7% |
| Participation rate | 86.7% | 76.5%+10.1pp | 69.1%+17.6pp | 83.0%+3.7pp |
| Annual return | 5.72% | 130.39%-124.7pp | 78.04%-72.3pp | 41.45%-35.7pp |
| Employer contribution / active EE | $2,018 | $2,733-26.2% | $1,924+4.9% | $4,869-58.5% |
| Participant deferral / active EE | $2,537 | $3,475-27.0% | $2,794-9.2% | $5,287-52.0% |
| Admin fee / account holder | $3,031 | $6,571-53.9% | $4,815-37.0% | $10,132-70.1% |