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 | $18,172 | $72,177-74.8% | $115,037-84.2% | $59,632-69.5% |
| Participation rate | 70.0% | 72.6%-2.6pp | 81.4%-11.4pp | 68.7%+1.3pp |
| Annual return | 2.85% | 12.02%-9.2pp | 26.14%-23.3pp | 2041.28%-2038.4pp |
| Employer contribution / active EE | $837 | $2,841-70.5% | $4,608-81.8% | $2,203-62.0% |
| Participant deferral / active EE | $5,028 | $4,783+5.1% | $6,026-16.6% | $3,192+57.5% |
| Admin fee / account holder | $4,004 | $4,927-18.7% | $8,175-51.0% | $4,297-6.8% |