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 | $24,248 | $72,492-66.6% | $87,100-72.2% | $72,985-66.8% |
| Participation rate | 94.0% | 72.8%+21.2pp | 76.9%+17.1pp | 69.5%+24.5pp |
| Annual return | 20.12% | 24.46%-4.3pp | 28.19%-8.1pp | 81.00%-60.9pp |
| Employer contribution / active EE | $888 | $1,894-53.1% | $2,521-64.8% | $2,440-63.6% |
| Participant deferral / active EE | $2,222 | $3,270-32.0% | $4,049-45.1% | $3,607-38.4% |
| Admin fee / account holder | $4,191 | $5,055-17.1% | $7,497-44.1% | $5,124-18.2% |