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 | $21,898 | $60,349-63.7% | $74,183-70.5% | $62,891-65.2% |
| Participation rate | 96.0% | 72.7%+23.3pp | 76.6%+19.4pp | 69.3%+26.7pp |
| Annual return | 6.81% | 21.37%-14.6pp | 17.74%-10.9pp | 20.14%-13.3pp |
| Employer contribution / active EE | $978 | $1,680-41.8% | $2,370-58.7% | $2,281-57.1% |
| Participant deferral / active EE | $3,838 | $2,856+34.4% | $3,550+8.1% | $3,203+19.8% |
| Admin fee / account holder | $479 | $4,261-88.8% | $5,586-91.4% | $4,296-88.9% |