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 | $21,209 | $67,606-68.6% | $82,313-74.2% | $70,131-69.8% |
| Participation rate | 89.1% | 72.8%+16.4pp | 76.9%+12.2pp | 69.5%+19.6pp |
| Annual return | 16.32% | 21.57%-5.2pp | 25.88%-9.6pp | 73.14%-56.8pp |
| Employer contribution / active EE | $2,105 | $1,755+19.9% | $2,428-13.3% | $2,342-10.2% |
| Participant deferral / active EE | $3,533 | $2,987+18.3% | $3,706-4.7% | $3,332+6.0% |
| Admin fee / account holder | $881 | $4,512-80.5% | $5,608-84.3% | $4,645-81.0% |