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 | $25,172 | $67,606-62.8% | $82,313-69.4% | $70,131-64.1% |
| Participation rate | 81.0% | 72.8%+8.2pp | 76.9%+4.1pp | 69.5%+11.4pp |
| Annual return | 19.28% | 21.57%-2.3pp | 25.88%-6.6pp | 73.14%-53.9pp |
| Employer contribution / active EE | $1,424 | $1,755-18.9% | $2,428-41.4% | $2,342-39.2% |
| Participant deferral / active EE | $2,056 | $2,987-31.2% | $3,706-44.5% | $3,332-38.3% |
| Admin fee / account holder | $1,001 | $4,512-77.8% | $5,608-82.2% | $4,645-78.5% |