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 | $20,096 | $88,707-77.3% | $74,183-72.9% | $273,961-92.7% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 5.90% | 11.94%-6.0pp | 17.74%-11.8pp | 41.45%-35.6pp |
| Employer contribution / active EE | $1,010 | $3,159-68.0% | $2,370-57.4% | $4,869-79.3% |
| Participant deferral / active EE | $1,696 | $4,212-59.7% | $3,550-52.2% | $5,287-67.9% |
| Admin fee / account holder | $2,463 | $8,717-71.7% | $5,586-55.9% | $10,132-75.7% |