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 | $18,647 | $67,411-72.3% | $91,001-79.5% | $70,131-73.4% |
| Participation rate | 80.0% | 71.4%+8.6pp | 75.6%+4.4pp | 69.5%+10.5pp |
| Annual return | 14.93% | -40.16%+55.1pp | 4.60%+10.3pp | 73.14%-58.2pp |
| Employer contribution / active EE | $1,133 | $1,786-36.6% | $2,456-53.9% | $2,342-51.6% |
| Participant deferral / active EE | $1,333 | $2,823-52.8% | $3,547-62.4% | $3,332-60.0% |
| Admin fee / account holder | $2,713 | $4,236-35.9% | $5,417-49.9% | $4,645-41.6% |