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 | $10,456 | $85,766-87.8% | $136,294-92.3% | $70,131-85.1% |
| Participation rate | 70.3% | 74.2%-3.9pp | 81.9%-11.7pp | 69.5%+0.7pp |
| Annual return | 16.78% | 31.45%-14.7pp | 5155.94%-5139.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $1,377 | $2,966-53.6% | $4,695-70.7% | $2,342-41.2% |
| Participant deferral / active EE | $2,358 | $5,051-53.3% | $6,247-62.3% | $3,332-29.2% |
| Admin fee / account holder | $1,516 | $5,420-72.0% | $9,243-83.6% | $4,645-67.4% |