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 | $19,296 | $88,707-78.2% | $74,183-74.0% | $273,961-93.0% |
| Participation rate | 94.7% | 79.4%+15.3pp | 76.6%+18.1pp | 83.0%+11.7pp |
| Annual return | 13.27% | 11.94%+1.3pp | 17.74%-4.5pp | 41.45%-28.2pp |
| Employer contribution / active EE | $5,958 | $3,159+88.6% | $2,370+151.4% | $4,869+22.4% |
| Participant deferral / active EE | $5,405 | $4,212+28.3% | $3,550+52.3% | $5,287+2.2% |
| Admin fee / account holder | $375 | $8,717-95.7% | $5,586-93.3% | $10,132-96.3% |