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 | $24,519 | $109,413-77.6% | $156,263-84.3% | $84,808-71.1% |
| Participation rate | 82.2% | 72.7%+9.5pp | 78.9%+3.3pp | 68.3%+13.9pp |
| Annual return | 15.15% | 20.18%-5.0pp | 59.47%-44.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,641 | $4,590-20.7% | $6,158-40.9% | $4,212-13.5% |
| Admin fee / account holder | $2,074 | $9,357-77.8% | $14,255-85.4% | $7,344-71.8% |