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 | $23,777 | $67,606-64.8% | $82,313-71.1% | $70,131-66.1% |
| Participation rate | 87.2% | 72.8%+14.4pp | 76.9%+10.3pp | 69.5%+17.6pp |
| Annual return | 16.60% | 21.57%-5.0pp | 25.88%-9.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $792 | $1,755-54.8% | $2,428-67.4% | $2,342-66.2% |
| Participant deferral / active EE | $2,607 | $2,987-12.7% | $3,706-29.6% | $3,332-21.7% |
| Admin fee / account holder | $1,586 | $4,512-64.9% | $5,608-71.7% | $4,645-65.9% |