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 | $13,016 | $149,734-91.3% | $118,925-89.1% | $158,922-91.8% |
| Participation rate | 73.7% | 82.1%-8.4pp | 75.4%-1.7pp | 82.0%-8.3pp |
| Annual return | 16.24% | 19.95%-3.7pp | 35.88%-19.6pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,334 | $4,115-67.6% | $3,263-59.1% | $4,761-72.0% |
| Participant deferral / active EE | $2,070 | $5,223-60.4% | $4,265-51.5% | $5,982-65.4% |
| Admin fee / account holder | $1,318 | $8,603-84.7% | $6,581-80.0% | $11,246-88.3% |