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 | $13,494 | $153,772-91.2% | $133,980-89.9% | $273,961-95.1% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 5.13% | 36.51%-31.4pp | 29.30%-24.2pp | 41.45%-36.3pp |
| Employer contribution / active EE | $2,322 | $6,029-61.5% | $5,211-55.4% | $4,869-52.3% |
| Participant deferral / active EE | $2,469 | $6,958-64.5% | $6,282-60.7% | $5,287-53.3% |
| Admin fee / account holder | $8,460 | $11,765-28.1% | $9,324-9.3% | $10,132-16.5% |