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 | $27,593 | $86,929-68.3% | $102,423-73.1% | $80,856-65.9% |
| Participation rate | 84.6% | 72.4%+12.2pp | 76.5%+8.1pp | 67.6%+17.0pp |
| Annual return | 21.47% | 18.88%+2.6pp | 29.32%-7.8pp | 35.59%-14.1pp |
| Employer contribution / active EE | $953 | $2,369-59.8% | $3,023-68.5% | $2,755-65.4% |
| Participant deferral / active EE | $2,510 | $4,118-39.1% | $5,053-50.3% | $4,296-41.6% |
| Admin fee / account holder | $5,956 | $8,049-26.0% | $9,451-37.0% | $6,918-13.9% |