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 | $12,399 | $77,634-84.0% | $156,549-92.1% | $62,891-80.3% |
| Participation rate | 95.2% | 71.2%+24.0pp | 84.0%+11.2pp | 69.3%+25.9pp |
| Annual return | 5.89% | 50.32%-44.4pp | 32.23%-26.3pp | 20.14%-14.3pp |
| Employer contribution / active EE | $2,399 | $3,444-30.3% | $5,501-56.4% | $2,281+5.2% |
| Participant deferral / active EE | $1,480 | $3,045-51.4% | $4,871-69.6% | $3,203-53.8% |
| Admin fee / account holder | $2,833 | $5,561-49.1% | $13,027-78.3% | $4,296-34.1% |