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 | $18,215 | $153,772-88.2% | $133,980-86.4% | $273,961-93.4% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.1%+0.4pp | 83.0%+4.5pp |
| Annual return | 12.80% | 36.51%-23.7pp | 29.30%-16.5pp | 41.45%-28.7pp |
| Employer contribution / active EE | $1,625 | $6,029-73.0% | $5,211-68.8% | $4,869-66.6% |
| Participant deferral / active EE | $2,748 | $6,958-60.5% | $6,282-56.3% | $5,287-48.0% |
| Admin fee / account holder | $801 | $11,765-93.2% | $9,324-91.4% | $10,132-92.1% |