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 | $17,513 | $76,552-77.1% | $123,892-85.9% | $62,891-72.2% |
| Participation rate | 93.7% | 73.0%+20.7pp | 81.4%+12.2pp | 69.3%+24.3pp |
| Annual return | 8.40% | 18.68%-10.3pp | 47.52%-39.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,626 | $2,883-43.6% | $4,617-64.8% | $2,281-28.7% |
| Participant deferral / active EE | $2,192 | $4,840-54.7% | $5,984-63.4% | $3,203-31.6% |
| Admin fee / account holder | $342 | $4,826-92.9% | $8,357-95.9% | $4,296-92.0% |