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 | $22,778 | $69,977-67.4% | $108,579-79.0% | $62,891-63.8% |
| Participation rate | 73.0% | 72.9%+0.1pp | 79.6%-6.6pp | 69.3%+3.7pp |
| Annual return | 9.53% | 10.73%-1.2pp | -51.70%+61.2pp | 20.14%-10.6pp |
| Employer contribution / active EE | $1,198 | $2,135-43.9% | $3,758-68.1% | $2,281-47.5% |
| Participant deferral / active EE | $2,824 | $3,165-10.8% | $4,311-34.5% | $3,203-11.8% |
| Admin fee / account holder | $1,480 | $5,076-70.8% | $7,645-80.6% | $4,296-65.5% |