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 | $15,971 | $79,944-80.0% | $98,439-83.8% | $75,163-78.8% |
| Participation rate | 97.6% | 70.4%+27.2pp | 75.2%+22.5pp | 67.2%+30.4pp |
| Annual return | 21.56% | 19.75%+1.8pp | 21.16%+0.4pp | 160.62%-139.1pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,485 | $3,752-7.1% | $4,738-26.4% | $4,125-15.5% |
| Admin fee / account holder | $656 | $6,840-90.4% | $8,948-92.7% | $5,651-88.4% |