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 | $15,198 | $127,777-88.1% | $106,548-85.7% | $167,490-90.9% |
| Participation rate | 80.0% | 78.3%+1.7pp | 76.1%+3.9pp | 82.1%-2.1pp |
| Annual return | 11.83% | 33.87%-22.0pp | 26.80%-15.0pp | 478.56%-466.7pp |
| Employer contribution / active EE | $1,012 | $3,427-70.5% | $2,819-64.1% | $4,837-79.1% |
| Participant deferral / active EE | $2,544 | $5,087-50.0% | $4,398-42.2% | $6,341-59.9% |
| Admin fee / account holder | $10,275 | $11,228-8.5% | $7,407+38.7% | $12,309-16.5% |