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 | $29,169 | $181,894-84.0% | $156,549-81.4% | $273,961-89.4% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 5.12% | 30.74%-25.6pp | 32.23%-27.1pp | 41.45%-36.3pp |
| Employer contribution / active EE | $1,970 | $6,248-68.5% | $5,501-64.2% | $4,869-59.5% |
| Participant deferral / active EE | $4,293 | $5,550-22.6% | $4,871-11.9% | $5,287-18.8% |
| Admin fee / account holder | $4,086 | $15,559-73.7% | $13,027-68.6% | $10,132-59.7% |