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 | $19,134 | $76,552-75.0% | $123,892-84.6% | $62,891-69.6% |
| Participation rate | 82.8% | 73.0%+9.8pp | 81.4%+1.3pp | 69.3%+13.5pp |
| Annual return | 11.79% | 18.68%-6.9pp | 47.52%-35.7pp | 20.14%-8.3pp |
| Employer contribution / active EE | $2,541 | $2,883-11.8% | $4,617-45.0% | $2,281+11.4% |
| Participant deferral / active EE | $4,753 | $4,840-1.8% | $5,984-20.6% | $3,203+48.4% |
| Admin fee / account holder | $1,602 | $4,826-66.8% | $8,357-80.8% | $4,296-62.7% |