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 | $15,082 | $127,386-88.2% | $115,037-86.9% | $125,391-88.0% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | 1.32% | 31.28%-30.0pp | 26.14%-24.8pp | 282.22%-280.9pp |
| Employer contribution / active EE | $1,080 | $5,166-79.1% | $4,608-76.6% | $4,866-77.8% |
| Participant deferral / active EE | $2,160 | $6,423-66.4% | $6,026-64.2% | $5,352-59.6% |
| Admin fee / account holder | $19,830 | $9,516+108.4% | $8,175+142.6% | $9,540+107.8% |