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 | $24,748 | $80,968-69.4% | $96,544-74.4% | $75,163-67.1% |
| Participation rate | 82.3% | 71.8%+10.5pp | 76.0%+6.3pp | 67.2%+15.1pp |
| Annual return | 22.14% | 27.06%-4.9pp | 25.84%-3.7pp | 160.62%-138.5pp |
| Employer contribution / active EE | $1,527 | $2,282-33.1% | $2,965-48.5% | $2,670-42.8% |
| Participant deferral / active EE | $2,715 | $3,928-30.9% | $4,851-44.0% | $4,125-34.2% |
| Admin fee / account holder | $2,158 | $6,724-67.9% | $8,252-73.9% | $5,651-61.8% |