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 | $17,520 | $64,348-72.8% | $90,160-80.6% | $70,131-75.0% |
| Participation rate | 75.0% | 70.4%+4.6pp | 76.9%-1.9pp | 69.5%+5.5pp |
| Annual return | 22.91% | 28.13%-5.2pp | 34.88%-12.0pp | 73.14%-50.2pp |
| Employer contribution / active EE | $2,027 | $2,046-0.9% | $3,318-38.9% | $2,342-13.5% |
| Participant deferral / active EE | $3,666 | $4,389-16.5% | $5,288-30.7% | $3,332+10.0% |
| Admin fee / account holder | $488 | $3,944-87.6% | $5,943-91.8% | $4,645-89.5% |