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 | $14,006 | $127,386-89.0% | $115,037-87.8% | $125,391-88.8% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | 5.42% | 31.28%-25.9pp | 26.14%-20.7pp | 282.22%-276.8pp |
| Employer contribution / active EE | $3,488 | $5,166-32.5% | $4,608-24.3% | $4,866-28.3% |
| Participant deferral / active EE | $5,436 | $6,423-15.4% | $6,026-9.8% | $5,352+1.6% |
| Admin fee / account holder | $2,284 | $9,516-76.0% | $8,175-72.1% | $9,540-76.1% |