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 | $10,448 | $88,707-88.2% | $74,183-85.9% | $273,961-96.2% |
| Participation rate | 84.6% | 79.4%+5.2pp | 76.6%+8.0pp | 83.0%+1.6pp |
| Annual return | 8.83% | 11.94%-3.1pp | 17.74%-8.9pp | 41.45%-32.6pp |
| Employer contribution / active EE | $1,624 | $3,159-48.6% | $2,370-31.5% | $4,869-66.6% |
| Participant deferral / active EE | $4,468 | $4,212+6.1% | $3,550+25.9% | $5,287-15.5% |
| Admin fee / account holder | $645 | $8,717-92.6% | $5,586-88.4% | $10,132-93.6% |