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 | $11,301 | $215,361-94.8% | $171,082-93.4% | $273,961-95.9% |
| Participation rate | 77.8% | 82.0%-4.2pp | 76.7%+1.1pp | 83.0%-5.2pp |
| Annual return | 38.27% | 25.14%+13.1pp | 32.56%+5.7pp | 41.45%-3.2pp |
| Employer contribution / active EE | $1,425 | $4,967-71.3% | $4,002-64.4% | $4,869-70.7% |
| Participant deferral / active EE | $6,956 | $5,543+25.5% | $4,797+45.0% | $5,287+31.6% |
| Admin fee / account holder | $315 | $10,846-97.1% | $8,520-96.3% | $10,132-96.9% |