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 | $11,351 | $67,606-83.2% | $82,313-86.2% | $70,131-83.8% |
| Participation rate | 85.4% | 72.8%+12.6pp | 76.9%+8.5pp | 69.5%+15.9pp |
| Annual return | 17.73% | 21.57%-3.8pp | 25.88%-8.1pp | 73.14%-55.4pp |
| Employer contribution / active EE | $1,307 | $1,755-25.5% | $2,428-46.2% | $2,342-44.2% |
| Participant deferral / active EE | $1,539 | $2,987-48.5% | $3,706-58.5% | $3,332-53.8% |
| Admin fee / account holder | $1,271 | $4,512-71.8% | $5,608-77.3% | $4,645-72.6% |