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 | $13,811 | $99,341-86.1% | $84,750-83.7% | $273,961-95.0% |
| Participation rate | 73.7% | 80.7%-7.0pp | 76.6%-2.9pp | 83.0%-9.3pp |
| Annual return | 4.08% | 22.93%-18.8pp | 22.78%-18.7pp | 41.45%-37.4pp |
| Employer contribution / active EE | $697 | $4,214-83.5% | $3,574-80.5% | $4,869-85.7% |
| Participant deferral / active EE | $1,280 | $4,269-70.0% | $3,712-65.5% | $5,287-75.8% |
| Admin fee / account holder | $3,416 | $6,644-48.6% | $5,332-35.9% | $10,132-66.3% |