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 | $22,417 | $149,679-85.0% | $117,039-80.8% | $147,584-84.8% |
| Participation rate | 88.9% | 83.5%+5.4pp | 77.2%+11.7pp | 82.8%+6.1pp |
| Annual return | 18.21% | 19.31%-1.1pp | 18.95%-0.7pp | 578.55%-560.3pp |
| Employer contribution / active EE | $1,315 | $4,937-73.4% | $3,785-65.3% | $4,876-73.0% |
| Participant deferral / active EE | $3,785 | $4,912-22.9% | $3,929-3.7% | $5,439-30.4% |
| Admin fee / account holder | $966 | $7,856-87.7% | $5,974-83.8% | $10,885-91.1% |