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 | $22,479 | $69,977-67.9% | $108,579-79.3% | $62,891-64.3% |
| Participation rate | 87.1% | 72.9%+14.2pp | 79.6%+7.5pp | 69.3%+17.8pp |
| Annual return | 6.73% | 10.73%-4.0pp | -51.70%+58.4pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,032 | $2,135-51.7% | $3,758-72.5% | $2,281-54.8% |
| Participant deferral / active EE | $1,798 | $3,165-43.2% | $4,311-58.3% | $3,203-43.9% |
| Admin fee / account holder | $434 | $5,076-91.5% | $7,645-94.3% | $4,296-89.9% |