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 | $19,207 | $87,870-78.1% | $113,168-83.0% | $74,304-74.2% |
| Participation rate | 70.2% | 70.7%-0.5pp | 76.6%-6.3pp | 60.3%+9.9pp |
| Annual return | 16.15% | 26.44%-10.3pp | 24.27%-8.1pp | 29.43%-13.3pp |
| Employer contribution / active EE | $1,227 | $2,277-46.1% | $2,975-58.8% | $2,241-45.3% |
| Participant deferral / active EE | $2,553 | $4,241-39.8% | $5,107-50.0% | $3,767-32.2% |
| Admin fee / account holder | $4,343 | $3,368+28.9% | $12,068-64.0% | $2,969+46.3% |