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 | $18,910 | $64,348-70.6% | $90,160-79.0% | $70,131-73.0% |
| Participation rate | 80.0% | 70.4%+9.6pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 21.78% | 28.13%-6.4pp | 34.88%-13.1pp | 73.14%-51.4pp |
| Employer contribution / active EE | $1,358 | $2,046-33.6% | $3,318-59.1% | $2,342-42.0% |
| Participant deferral / active EE | $3,195 | $4,389-27.2% | $5,288-39.6% | $3,332-4.1% |
| Admin fee / account holder | $996 | $3,944-74.7% | $5,943-83.2% | $4,645-78.5% |