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 | $15,657 | $118,450-86.8% | $98,439-84.1% | $139,434-88.8% |
| Participation rate | 85.7% | 77.4%+8.3pp | 75.2%+10.6pp | 80.3%+5.4pp |
| Annual return | 17.48% | 18.94%-1.5pp | 21.16%-3.7pp | 372.94%-355.5pp |
| Employer contribution / active EE | $921 | $3,609-74.5% | $3,048-69.8% | $4,751-80.6% |
| Participant deferral / active EE | $2,789 | $5,392-48.3% | $4,738-41.1% | $6,710-58.4% |
| Admin fee / account holder | $1,715 | $14,026-87.8% | $8,948-80.8% | $11,403-85.0% |