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 | $9,448 | $67,606-86.0% | $82,313-88.5% | $70,131-86.5% |
| Participation rate | 84.6% | 72.8%+11.8pp | 76.9%+7.7pp | 69.5%+15.1pp |
| Annual return | 16.00% | 21.57%-5.6pp | 25.88%-9.9pp | 73.14%-57.1pp |
| Employer contribution / active EE | $1,866 | $1,755+6.3% | $2,428-23.2% | $2,342-20.4% |
| Participant deferral / active EE | $2,284 | $2,987-23.5% | $3,706-38.4% | $3,332-31.5% |
| Admin fee / account holder | $1,008 | $4,512-77.7% | $5,608-82.0% | $4,645-78.3% |