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 | $20,242 | $136,307-85.1% | $106,619-81.0% | $273,961-92.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 7.63% | 11.05%-3.4pp | 9.42%-1.8pp | 41.45%-33.8pp |
| Employer contribution / active EE | $3,205 | $5,190-38.2% | $3,947-18.8% | $4,869-34.2% |
| Participant deferral / active EE | $4,422 | $4,969-11.0% | $3,930+12.5% | $5,287-16.4% |
| Admin fee / account holder | $804 | $8,625-90.7% | $6,418-87.5% | $10,132-92.1% |