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 | $18,513 | $60,349-69.3% | $74,183-75.0% | $62,891-70.6% |
| Participation rate | 75.0% | 72.7%+2.3pp | 76.6%-1.6pp | 69.3%+5.7pp |
| Annual return | 11.31% | 21.37%-10.1pp | 17.74%-6.4pp | 20.14%-8.8pp |
| Employer contribution / active EE | $1,423 | $1,680-15.3% | $2,370-40.0% | $2,281-37.6% |
| Participant deferral / active EE | $3,520 | $2,856+23.2% | $3,550-0.8% | $3,203+9.9% |
| Admin fee / account holder | $1,633 | $4,261-61.7% | $5,586-70.8% | $4,296-62.0% |