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 | $15,556 | $80,968-80.8% | $96,544-83.9% | $75,163-79.3% |
| Participation rate | 92.1% | 71.8%+20.3pp | 76.0%+16.1pp | 67.2%+24.9pp |
| Annual return | 28.00% | 27.06%+0.9pp | 25.84%+2.2pp | 160.62%-132.6pp |
| Employer contribution / active EE | $1,794 | $2,282-21.4% | $2,965-39.5% | $2,670-32.8% |
| Participant deferral / active EE | $2,676 | $3,928-31.9% | $4,851-44.8% | $4,125-35.1% |
| Admin fee / account holder | $4,377 | $6,724-34.9% | $8,252-47.0% | $5,651-22.5% |