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 | $16,418 | $62,672-73.8% | $185,117-91.1% | $70,131-76.6% |
| Participation rate | 85.0% | 63.8%+21.2pp | 77.3%+7.7pp | 69.5%+15.5pp |
| Annual return | 16.26% | 40.79%-24.5pp | 40.50%-24.2pp | 73.14%-56.9pp |
| Employer contribution / active EE | $563 | $1,753-67.9% | $4,182-86.5% | $2,342-76.0% |
| Participant deferral / active EE | $1,961 | $3,272-40.0% | $5,045-61.1% | $3,332-41.1% |
| Admin fee / account holder | $6,398 | $3,932+62.7% | $8,159-21.6% | $4,645+37.7% |