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 | $23,354 | $181,894-87.2% | $156,549-85.1% | $273,961-91.5% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 11.25% | 30.74%-19.5pp | 32.23%-21.0pp | 41.45%-30.2pp |
| Employer contribution / active EE | $1,604 | $6,248-74.3% | $5,501-70.8% | $4,869-67.1% |
| Participant deferral / active EE | $2,861 | $5,550-48.5% | $4,871-41.3% | $5,287-45.9% |
| Admin fee / account holder | $490 | $15,559-96.9% | $13,027-96.2% | $10,132-95.2% |