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 | $11,205 | $60,349-81.4% | $74,183-84.9% | $62,891-82.2% |
| Participation rate | 79.3% | 72.7%+6.6pp | 76.6%+2.7pp | 69.3%+10.0pp |
| Annual return | 8.21% | 21.37%-13.2pp | 17.74%-9.5pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,268 | $1,680-24.5% | $2,370-46.5% | $2,281-44.4% |
| Participant deferral / active EE | $2,904 | $2,856+1.7% | $3,550-18.2% | $3,203-9.3% |
| Admin fee / account holder | $2,804 | $4,261-34.2% | $5,586-49.8% | $4,296-34.7% |