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 | $12,604 | $53,018-76.2% | $70,014-82.0% | $62,891-80.0% |
| Participation rate | 91.4% | 67.2%+24.2pp | 71.8%+19.6pp | 69.3%+22.1pp |
| Annual return | 7.00% | 13.35%-6.3pp | 12.99%-6.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,349 | $1,799-25.0% | $2,338-42.3% | $2,281-40.8% |
| Participant deferral / active EE | $1,325 | $2,395-44.7% | $2,931-54.8% | $3,203-58.6% |
| Admin fee / account holder | $3,974 | $3,690+7.7% | $4,380-9.3% | $4,296-7.5% |