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 | $17,032 | $72,277-76.4% | $101,248-83.2% | $79,858-78.7% |
| Participation rate | 98.0% | 68.5%+29.5pp | 75.8%+22.2pp | 69.6%+28.4pp |
| Annual return | 15.58% | 22.30%-6.7pp | 46.47%-30.9pp | 31.71%-16.1pp |
| Employer contribution / active EE | $1,766 | $2,692-34.4% | $3,660-51.7% | $2,471-28.5% |
| Participant deferral / active EE | $3,223 | $3,282-1.8% | $4,370-26.3% | $3,740-13.8% |
| Admin fee / account holder | $1,906 | $4,400-56.7% | $5,945-67.9% | $5,306-64.1% |