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 | $17,533 | $89,698-80.5% | $103,476-83.1% | $80,856-78.3% |
| Participation rate | 75.5% | 76.0%-0.5pp | 80.5%-5.0pp | 67.6%+7.8pp |
| Annual return | 46.76% | 22.78%+24.0pp | 23.90%+22.9pp | 35.59%+11.2pp |
| Employer contribution / active EE | $1,317 | $4,018-67.2% | $4,672-71.8% | $2,755-52.2% |
| Participant deferral / active EE | $2,013 | $5,456-63.1% | $6,623-69.6% | $4,296-53.1% |
| Admin fee / account holder | $2,775 | $6,768-59.0% | $9,413-70.5% | $6,918-59.9% |