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 | $12,999 | $153,772-91.5% | $133,980-90.3% | $273,961-95.3% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 17.07% | 36.51%-19.4pp | 29.30%-12.2pp | 41.45%-24.4pp |
| Employer contribution / active EE | $1,777 | $6,029-70.5% | $5,211-65.9% | $4,869-63.5% |
| Participant deferral / active EE | $5,009 | $6,958-28.0% | $6,282-20.3% | $5,287-5.3% |
| Admin fee / account holder | $1,203 | $11,765-89.8% | $9,324-87.1% | $10,132-88.1% |