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 | $9,942 | $99,341-90.0% | $84,750-88.3% | $273,961-96.4% |
| Participation rate | 76.9% | 80.7%-3.8pp | 76.6%+0.3pp | 83.0%-6.1pp |
| Annual return | 12.82% | 22.93%-10.1pp | 22.78%-10.0pp | 41.45%-28.6pp |
| Employer contribution / active EE | $1,695 | $4,214-59.8% | $3,574-52.6% | $4,869-65.2% |
| Participant deferral / active EE | $4,814 | $4,269+12.8% | $3,712+29.7% | $5,287-8.9% |
| Admin fee / account holder | $1,386 | $6,644-79.1% | $5,332-74.0% | $10,132-86.3% |