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 | $5,442 | $99,341-94.5% | $84,750-93.6% | $273,961-98.0% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 9.40% | 22.93%-13.5pp | 22.78%-13.4pp | 41.45%-32.1pp |
| Employer contribution / active EE | $1,102 | $4,214-73.9% | $3,574-69.2% | $4,869-77.4% |
| Participant deferral / active EE | $1,950 | $4,269-54.3% | $3,712-47.5% | $5,287-63.1% |
| Admin fee / account holder | $925 | $6,644-86.1% | $5,332-82.7% | $10,132-90.9% |