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 | $19,826 | $153,772-87.1% | $133,980-85.2% | $273,961-92.8% |
| Participation rate | 81.8% | 88.4%-6.5pp | 87.1%-5.2pp | 83.0%-1.2pp |
| Annual return | 7.11% | 36.51%-29.4pp | 29.30%-22.2pp | 41.45%-34.3pp |
| Employer contribution / active EE | $1,552 | $6,029-74.3% | $5,211-70.2% | $4,869-68.1% |
| Participant deferral / active EE | $4,271 | $6,958-38.6% | $6,282-32.0% | $5,287-19.2% |
| Admin fee / account holder | $1,126 | $11,765-90.4% | $9,324-87.9% | $10,132-88.9% |