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 | $19,578 | $77,813-74.8% | $123,544-84.2% | $64,186-69.5% |
| Participation rate | 77.4% | 74.7%+2.7pp | 82.3%-4.9pp | 69.6%+7.9pp |
| Annual return | -7.74% | 12.48%-20.2pp | 119.20%-126.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $2,987 | $3,014-0.9% | $4,628-35.5% | $2,381+25.4% |
| Participant deferral / active EE | $7,226 | $5,240+37.9% | $6,426+12.5% | $3,470+108.3% |
| Admin fee / account holder | $2,057 | $5,519-62.7% | $9,284-77.8% | $4,888-57.9% |