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 | $40,401 | $138,347-70.8% | $184,203-78.1% | $80,856-50.0% |
| Participation rate | 79.2% | 83.9%-4.7pp | 86.8%-7.7pp | 67.6%+11.5pp |
| Annual return | 20.00% | 20.02%0pp | 28.81%-8.8pp | 35.59%-15.6pp |
| Employer contribution / active EE | $2,096 | $4,850-56.8% | $6,427-67.4% | $2,755-23.9% |
| Participant deferral / active EE | $3,923 | $7,071-44.5% | $9,131-57.0% | $4,296-8.7% |
| Admin fee / account holder | $5,020 | $10,483-52.1% | $13,901-63.9% | $6,918-27.4% |