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 | $29,968 | $181,894-83.5% | $156,549-80.9% | $273,961-89.1% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 4.74% | 30.74%-26.0pp | 32.23%-27.5pp | 41.45%-36.7pp |
| Employer contribution / active EE | $2,232 | $6,248-64.3% | $5,501-59.4% | $4,869-54.2% |
| Participant deferral / active EE | $4,093 | $5,550-26.2% | $4,871-16.0% | $5,287-22.6% |
| Admin fee / account holder | $7,575 | $15,559-51.3% | $13,027-41.9% | $10,132-25.2% |