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 | $34,079 | $82,978-58.9% | $129,995-73.8% | $71,457-52.3% |
| Participation rate | 73.0% | 74.1%-1.1pp | 78.5%-5.5pp | 67.9%+5.1pp |
| Annual return | 23.18% | 20.60%+2.6pp | -137.18%+160.4pp | 28.85%-5.7pp |
| Employer contribution / active EE | $1,835 | $2,622-30.0% | $4,320-57.5% | $2,588-29.1% |
| Participant deferral / active EE | $5,964 | $4,432+34.6% | $5,820+2.5% | $4,289+39.1% |
| Admin fee / account holder | $1,009 | $1,729-41.7% | $10,614-90.5% | $1,587-36.5% |