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 | $19,230 | $153,772-87.5% | $133,980-85.6% | $273,961-93.0% |
| Participation rate | 71.4% | 88.4%-16.9pp | 87.1%-15.6pp | 83.0%-11.6pp |
| Annual return | 6.17% | 36.51%-30.3pp | 29.30%-23.1pp | 41.45%-35.3pp |
| Employer contribution / active EE | $2,355 | $6,029-60.9% | $5,211-54.8% | $4,869-51.6% |
| Participant deferral / active EE | $4,030 | $6,958-42.1% | $6,282-35.9% | $5,287-23.8% |
| Admin fee / account holder | $1,643 | $11,765-86.0% | $9,324-82.4% | $10,132-83.8% |