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 | $16,200 | $65,365-75.2% | $92,893-82.6% | $72,985-77.8% |
| Participation rate | 90.0% | 68.3%+21.7pp | 76.0%+14.0pp | 69.5%+20.5pp |
| Annual return | 23.24% | 42.10%-18.9pp | 109.41%-86.2pp | 81.00%-57.8pp |
| Employer contribution / active EE | $2,267 | $2,594-12.6% | $3,653-37.9% | $2,440-7.1% |
| Participant deferral / active EE | $2,561 | $3,128-18.1% | $4,236-39.5% | $3,607-29.0% |
| Admin fee / account holder | $1,002 | $4,251-76.4% | $5,794-82.7% | $5,124-80.5% |