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 | $10,728 | $99,341-89.2% | $84,750-87.3% | $273,961-96.1% |
| Participation rate | 77.3% | 80.7%-3.4pp | 76.6%+0.7pp | 83.0%-5.7pp |
| Annual return | 7.48% | 22.93%-15.4pp | 22.78%-15.3pp | 41.45%-34.0pp |
| Employer contribution / active EE | $1,461 | $4,214-65.3% | $3,574-59.1% | $4,869-70.0% |
| Participant deferral / active EE | $3,106 | $4,269-27.3% | $3,712-16.3% | $5,287-41.3% |
| Admin fee / account holder | $1,059 | $6,644-84.1% | $5,332-80.1% | $10,132-89.5% |