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 | $16,486 | $73,933-77.7% | $96,683-82.9% | $75,163-78.1% |
| Participation rate | 92.4% | 66.4%+26.0pp | 74.3%+18.1pp | 67.2%+25.2pp |
| Annual return | 15.79% | 26.70%-10.9pp | 35.69%-19.9pp | 160.62%-144.8pp |
| Employer contribution / active EE | $2,248 | $2,928-23.2% | $3,737-39.8% | $2,670-15.8% |
| Participant deferral / active EE | $1,695 | $3,659-53.7% | $4,878-65.3% | $4,125-58.9% |
| Admin fee / account holder | $1,197 | $5,216-77.0% | $6,730-82.2% | $5,651-78.8% |