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 | $17,853 | $80,968-78.0% | $96,544-81.5% | $75,163-76.2% |
| Participation rate | 97.7% | 71.8%+25.9pp | 76.0%+21.7pp | 67.2%+30.5pp |
| Annual return | 16.10% | 27.06%-11.0pp | 25.84%-9.7pp | 160.62%-144.5pp |
| Employer contribution / active EE | $2,470 | $2,282+8.2% | $2,965-16.7% | $2,670-7.5% |
| Participant deferral / active EE | $2,587 | $3,928-34.1% | $4,851-46.7% | $4,125-37.3% |
| Admin fee / account holder | $6,288 | $6,724-6.5% | $8,252-23.8% | $5,651+11.3% |