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 | $22,703 | $58,828-61.4% | $77,999-70.9% | $62,891-63.9% |
| Participation rate | 79.6% | 71.1%+8.6pp | 75.5%+4.1pp | 69.3%+10.3pp |
| Annual return | 6.15% | 17.16%-11.0pp | 425.96%-419.8pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,414 | $1,672-15.4% | $2,470-42.8% | $2,281-38.0% |
| Participant deferral / active EE | $2,885 | $2,686+7.4% | $3,497-17.5% | $3,203-9.9% |
| Admin fee / account holder | $438 | $4,393-90.0% | $5,480-92.0% | $4,296-89.8% |