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 5-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 | $17,437 | $167,307-89.6% | $143,757-87.9% | $134,475-87.0% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | 10.82% | 0.46%+10.4pp | -0.04%+10.9pp | 417.96%-407.1pp |
| Employer contribution / active EE | $1,676 | $5,619-70.2% | $4,951-66.2% | $4,740-64.6% |
| Participant deferral / active EE | $3,575 | $6,446-44.5% | $5,637-36.6% | $6,400-44.1% |
| Admin fee / account holder | $1,770 | $18,088-90.2% | $14,673-87.9% | $11,426-84.5% |