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 | $18,668 | $87,841-78.7% | $133,980-86.1% | $62,891-70.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 12.58% | 12.05%+0.5pp | 29.30%-16.7pp | 20.14%-7.6pp |
| Employer contribution / active EE | $2,948 | $3,483-15.4% | $5,211-43.4% | $2,281+29.3% |
| Participant deferral / active EE | $5,963 | $4,812+23.9% | $6,282-5.1% | $3,203+86.2% |
| Admin fee / account holder | $860 | $5,371-84.0% | $9,324-90.8% | $4,296-80.0% |