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 | $15,737 | $153,772-89.8% | $133,980-88.3% | $273,961-94.3% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.1%+1.8pp | 83.0%+5.9pp |
| Annual return | 6.95% | 36.51%-29.6pp | 29.30%-22.3pp | 41.45%-34.5pp |
| Employer contribution / active EE | $1,987 | $6,029-67.0% | $5,211-61.9% | $4,869-59.2% |
| Participant deferral / active EE | $5,139 | $6,958-26.1% | $6,282-18.2% | $5,287-2.8% |
| Admin fee / account holder | $2,546 | $11,765-78.4% | $9,324-72.7% | $10,132-74.9% |