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 | $11,220 | $181,894-93.8% | $156,549-92.8% | $273,961-95.9% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 3.25% | 30.74%-27.5pp | 32.23%-29.0pp | 41.45%-38.2pp |
| Employer contribution / active EE | $1,939 | $6,248-69.0% | $5,501-64.7% | $4,869-60.2% |
| Participant deferral / active EE | $3,886 | $5,550-30.0% | $4,871-20.2% | $5,287-26.5% |
| Admin fee / account holder | $7,300 | $15,559-53.1% | $13,027-44.0% | $10,132-28.0% |