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 | $22,481 | $61,660-63.5% | $80,019-71.9% | $64,186-65.0% |
| Participation rate | 88.6% | 71.7%+16.9pp | 75.8%+12.7pp | 69.6%+19.0pp |
| Annual return | -1.25% | -0.33%-0.9pp | 11.22%-12.5pp | 7.63%-8.9pp |
| Employer contribution / active EE | $951 | $1,810-47.5% | $2,468-61.5% | $2,381-60.1% |
| Participant deferral / active EE | $2,256 | $2,968-24.0% | $3,686-38.8% | $3,470-35.0% |
| Admin fee / account holder | $4,789 | $5,417-11.6% | $6,521-26.6% | $4,888-2.0% |