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 | $27,680 | $153,772-82.0% | $133,980-79.3% | $273,961-89.9% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.1%-9.3pp | 83.0%-5.2pp |
| Annual return | 6.46% | 36.51%-30.1pp | 29.30%-22.8pp | 41.45%-35.0pp |
| Employer contribution / active EE | $1,733 | $6,029-71.2% | $5,211-66.7% | $4,869-64.4% |
| Participant deferral / active EE | $2,994 | $6,958-57.0% | $6,282-52.3% | $5,287-43.4% |
| Admin fee / account holder | $2,926 | $11,765-75.1% | $9,324-68.6% | $10,132-71.1% |