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 | $15,999 | $58,828-72.8% | $77,999-79.5% | $62,891-74.6% |
| Participation rate | 80.0% | 71.1%+8.9pp | 75.5%+4.5pp | 69.3%+10.7pp |
| Annual return | 7.07% | 17.16%-10.1pp | 425.96%-418.9pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,701 | $1,672+1.8% | $2,470-31.1% | $2,281-25.4% |
| Participant deferral / active EE | $3,105 | $2,686+15.6% | $3,497-11.2% | $3,203-3.1% |
| Admin fee / account holder | $1,459 | $4,393-66.8% | $5,480-73.4% | $4,296-66.0% |