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 | $9,462 | $88,707-89.3% | $74,183-87.2% | $273,961-96.5% |
| Participation rate | 82.6% | 79.4%+3.2pp | 76.6%+6.0pp | 83.0%-0.4pp |
| Annual return | 17.25% | 11.94%+5.3pp | 17.74%-0.5pp | 41.45%-24.2pp |
| Employer contribution / active EE | $1,546 | $3,159-51.1% | $2,370-34.8% | $4,869-68.2% |
| Participant deferral / active EE | $3,441 | $4,212-18.3% | $3,550-3.0% | $5,287-34.9% |
| Admin fee / account holder | $702 | $8,717-91.9% | $5,586-87.4% | $10,132-93.1% |