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 | $17,331 | $132,239-86.9% | $105,722-83.6% | $273,961-93.7% |
| Participation rate | 88.9% | 83.2%+5.7pp | 78.9%+10.0pp | 83.0%+5.9pp |
| Annual return | 5.35% | 10.07%-4.7pp | 12.25%-6.9pp | 41.45%-36.1pp |
| Employer contribution / active EE | $1,434 | $4,867-70.5% | $4,079-64.8% | $4,869-70.5% |
| Participant deferral / active EE | $2,352 | $6,233-62.3% | $5,326-55.8% | $5,287-55.5% |
| Admin fee / account holder | $6,285 | $12,032-47.8% | $8,308-24.3% | $10,132-38.0% |