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 | $16,705 | $88,583-81.1% | $88,497-81.1% | $273,961-93.9% |
| Participation rate | 71.4% | 83.5%-12.0pp | 82.4%-11.0pp | 83.0%-11.6pp |
| Annual return | 5.66% | 5.68%0pp | 7.63%-2.0pp | 41.45%-35.8pp |
| Employer contribution / active EE | $1,191 | $4,502-73.6% | $4,036-70.5% | $4,869-75.5% |
| Participant deferral / active EE | $1,564 | $4,891-68.0% | $4,899-68.1% | $5,287-70.4% |
| Admin fee / account holder | $1,970 | $8,980-78.1% | $6,220-68.3% | $10,132-80.6% |