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 | $18,517 | $60,349-69.3% | $74,183-75.0% | $62,891-70.6% |
| Participation rate | 82.2% | 72.7%+9.5pp | 76.6%+5.6pp | 69.3%+12.9pp |
| Annual return | 14.44% | 21.37%-6.9pp | 17.74%-3.3pp | 20.14%-5.7pp |
| Employer contribution / active EE | $3,441 | $1,680+104.8% | $2,370+45.2% | $2,281+50.9% |
| Participant deferral / active EE | $5,042 | $2,856+76.5% | $3,550+42.0% | $3,203+57.4% |
| Admin fee / account holder | $6,197 | $4,261+45.4% | $5,586+10.9% | $4,296+44.3% |