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 | $31,753 | $153,772-79.4% | $133,980-76.3% | $273,961-88.4% |
| Participation rate | 87.0% | 88.4%-1.4pp | 87.1%-0.1pp | 83.0%+3.9pp |
| Annual return | 19.49% | 36.51%-17.0pp | 29.30%-9.8pp | 41.45%-22.0pp |
| Employer contribution / active EE | $2,406 | $6,029-60.1% | $5,211-53.8% | $4,869-50.6% |
| Participant deferral / active EE | $2,807 | $6,958-59.7% | $6,282-55.3% | $5,287-46.9% |
| Admin fee / account holder | $826 | $11,765-93.0% | $9,324-91.1% | $10,132-91.8% |