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 | $14,376 | $99,341-85.5% | $84,750-83.0% | $273,961-94.8% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 8.96% | 22.93%-14.0pp | 22.78%-13.8pp | 41.45%-32.5pp |
| Employer contribution / active EE | $1,664 | $4,214-60.5% | $3,574-53.5% | $4,869-65.8% |
| Participant deferral / active EE | $3,122 | $4,269-26.9% | $3,712-15.9% | $5,287-41.0% |
| Admin fee / account holder | $1,707 | $6,644-74.3% | $5,332-68.0% | $10,132-83.2% |