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 | $7,725 | $73,981-89.6% | $105,722-92.7% | $62,891-87.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.9%+21.1pp | 69.3%+30.7pp |
| Annual return | 19.24% | 17.60%+1.6pp | 12.25%+7.0pp | 20.14%-0.9pp |
| Employer contribution / active EE | $2,466 | $2,856-13.7% | $4,079-39.5% | $2,281+8.1% |
| Participant deferral / active EE | $3,494 | $4,038-13.5% | $5,326-34.4% | $3,203+9.1% |
| Admin fee / account holder | $305 | $5,976-94.9% | $8,308-96.3% | $4,296-92.9% |