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 | $31,463 | $138,347-77.3% | $184,203-82.9% | $80,856-61.1% |
| Participation rate | 72.1% | 83.9%-11.8pp | 86.8%-14.7pp | 67.6%+4.5pp |
| Annual return | 13.74% | 20.02%-6.3pp | 28.81%-15.1pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,803 | $4,850-62.8% | $6,427-71.9% | $2,755-34.5% |
| Participant deferral / active EE | $3,463 | $7,071-51.0% | $9,131-62.1% | $4,296-19.4% |
| Admin fee / account holder | $14,370 | $10,483+37.1% | $13,901+3.4% | $6,918+107.7% |