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 | $31,496 | $181,894-82.7% | $156,549-79.9% | $273,961-88.5% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 5.08% | 30.74%-25.7pp | 32.23%-27.1pp | 41.45%-36.4pp |
| Employer contribution / active EE | $5,468 | $6,248-12.5% | $5,501-0.6% | $4,869+12.3% |
| Participant deferral / active EE | $1,881 | $5,550-66.1% | $4,871-61.4% | $5,287-64.4% |
| Admin fee / account holder | $4,023 | $15,559-74.1% | $13,027-69.1% | $10,132-60.3% |