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 | $13,476 | $99,341-86.4% | $84,750-84.1% | $273,961-95.1% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 8.22% | 22.93%-14.7pp | 22.78%-14.6pp | 41.45%-33.2pp |
| Employer contribution / active EE | $1,869 | $4,214-55.7% | $3,574-47.7% | $4,869-61.6% |
| Participant deferral / active EE | $2,371 | $4,269-44.5% | $3,712-36.1% | $5,287-55.2% |
| Admin fee / account holder | $487 | $6,644-92.7% | $5,332-90.9% | $10,132-95.2% |