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 | $17,986 | $67,606-73.4% | $82,313-78.1% | $70,131-74.4% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 15.92% | 21.57%-5.7pp | 25.88%-10.0pp | 73.14%-57.2pp |
| Employer contribution / active EE | $822 | $1,755-53.2% | $2,428-66.2% | $2,342-64.9% |
| Participant deferral / active EE | $2,055 | $2,987-31.2% | $3,706-44.6% | $3,332-38.3% |
| Admin fee / account holder | $824 | $4,512-81.7% | $5,608-85.3% | $4,645-82.3% |