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 | $19,655 | $76,552-74.3% | $123,892-84.1% | $62,891-68.7% |
| Participation rate | 92.2% | 73.0%+19.2pp | 81.4%+10.7pp | 69.3%+22.9pp |
| Annual return | 17.71% | 18.68%-1.0pp | 47.52%-29.8pp | 20.14%-2.4pp |
| Employer contribution / active EE | $1,966 | $2,883-31.8% | $4,617-57.4% | $2,281-13.8% |
| Participant deferral / active EE | $3,825 | $4,840-21.0% | $5,984-36.1% | $3,203+19.4% |
| Admin fee / account holder | $1,824 | $4,826-62.2% | $8,357-78.2% | $4,296-57.5% |