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 | $17,644 | $76,552-77.0% | $123,892-85.8% | $62,891-71.9% |
| Participation rate | 89.7% | 73.0%+16.8pp | 81.4%+8.3pp | 69.3%+20.4pp |
| Annual return | 14.63% | 18.68%-4.0pp | 47.52%-32.9pp | 20.14%-5.5pp |
| Employer contribution / active EE | $1,790 | $2,883-37.9% | $4,617-61.2% | $2,281-21.5% |
| Participant deferral / active EE | $4,093 | $4,840-15.4% | $5,984-31.6% | $3,203+27.8% |
| Admin fee / account holder | $938 | $4,826-80.6% | $8,357-88.8% | $4,296-78.2% |