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 | $20,591 | $76,552-73.1% | $123,892-83.4% | $62,891-67.3% |
| Participation rate | 83.8% | 73.0%+10.8pp | 81.4%+2.3pp | 69.3%+14.4pp |
| Annual return | 8.32% | 18.68%-10.4pp | 47.52%-39.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,300 | $2,883-54.9% | $4,617-71.9% | $2,281-43.0% |
| Participant deferral / active EE | $2,372 | $4,840-51.0% | $5,984-60.4% | $3,203-26.0% |
| Admin fee / account holder | $409 | $4,826-91.5% | $8,357-95.1% | $4,296-90.5% |