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 | $20,375 | $54,541-62.6% | $78,778-74.1% | $70,131-70.9% |
| Participation rate | 80.5% | 60.8%+19.7pp | 69.2%+11.3pp | 69.5%+10.9pp |
| Annual return | 16.75% | 21.07%-4.3pp | 35.62%-18.9pp | 73.14%-56.4pp |
| Employer contribution / active EE | $1,490 | $1,089+36.9% | $1,986-25.0% | $2,342-36.4% |
| Participant deferral / active EE | $2,206 | $2,210-0.2% | $2,958-25.4% | $3,332-33.8% |
| Admin fee / account holder | $2,453 | $3,709-33.8% | $5,134-52.2% | $4,645-47.2% |