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 | $16,945 | $72,277-76.6% | $101,248-83.3% | $79,858-78.8% |
| Participation rate | 82.6% | 68.5%+14.1pp | 75.8%+6.8pp | 69.6%+13.0pp |
| Annual return | 18.40% | 22.30%-3.9pp | 46.47%-28.1pp | 31.71%-13.3pp |
| Employer contribution / active EE | $1,342 | $2,692-50.1% | $3,660-63.3% | $2,471-45.7% |
| Participant deferral / active EE | $2,916 | $3,282-11.1% | $4,370-33.3% | $3,740-22.0% |
| Admin fee / account holder | $1,077 | $4,400-75.5% | $5,945-81.9% | $5,306-79.7% |