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 | $24,866 | $67,606-63.2% | $82,313-69.8% | $70,131-64.5% |
| Participation rate | 70.0% | 72.8%-2.8pp | 76.9%-6.9pp | 69.5%+0.5pp |
| Annual return | 15.20% | 21.57%-6.4pp | 25.88%-10.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $666 | $1,755-62.0% | $2,428-72.6% | $2,342-71.6% |
| Participant deferral / active EE | $2,232 | $2,987-25.3% | $3,706-39.8% | $3,332-33.0% |
| Admin fee / account holder | $1,099 | $4,512-75.6% | $5,608-80.4% | $4,645-76.3% |