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 | $9,250 | $181,894-94.9% | $156,549-94.1% | $273,961-96.6% |
| Participation rate | 81.8% | 88.4%-6.6pp | 84.0%-2.2pp | 83.0%-1.2pp |
| Annual return | 12.77% | 30.74%-18.0pp | 32.23%-19.5pp | 41.45%-28.7pp |
| Employer contribution / active EE | $1,428 | $6,248-77.1% | $5,501-74.0% | $4,869-70.7% |
| Participant deferral / active EE | $2,245 | $5,550-59.5% | $4,871-53.9% | $5,287-57.5% |
| Admin fee / account holder | $1,950 | $15,559-87.5% | $13,027-85.0% | $10,132-80.8% |