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 | $5,567 | $87,540-93.6% | $75,781-92.7% | $125,391-95.6% |
| Participation rate | 80.0% | 80.2%-0.2pp | 75.8%+4.2pp | 83.2%-3.2pp |
| Annual return | 6.49% | 13.48%-7.0pp | 9.68%-3.2pp | 282.22%-275.7pp |
| Employer contribution / active EE | $1,729 | $3,930-56.0% | $3,323-48.0% | $4,866-64.5% |
| Participant deferral / active EE | $1,968 | $4,229-53.5% | $3,651-46.1% | $5,352-63.2% |
| Admin fee / account holder | $825 | $6,502-87.3% | $5,299-84.4% | $9,540-91.4% |