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 | $22,200 | $215,361-89.7% | $171,082-87.0% | $273,961-91.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 6.06% | 25.14%-19.1pp | 32.56%-26.5pp | 41.45%-35.4pp |
| Employer contribution / active EE | $1,381 | $4,967-72.2% | $4,002-65.5% | $4,869-71.6% |
| Participant deferral / active EE | $2,801 | $5,543-49.5% | $4,797-41.6% | $5,287-47.0% |
| Admin fee / account holder | $2,660 | $10,846-75.5% | $8,520-68.8% | $10,132-73.7% |