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 | $16,589 | $46,869-64.6% | $122,332-86.4% | $70,131-76.3% |
| Participation rate | 75.0% | 58.2%+16.8pp | 71.6%+3.4pp | 69.5%+5.5pp |
| Annual return | 14.90% | 24.22%-9.3pp | 30.27%-15.4pp | 73.14%-58.2pp |
| Employer contribution / active EE | $795 | $1,288-38.2% | $4,050-80.4% | $2,342-66.0% |
| Participant deferral / active EE | $1,310 | $2,166-39.5% | $3,287-60.1% | $3,332-60.7% |
| Admin fee / account holder | $1,006 | $3,322-69.7% | $5,478-81.6% | $4,645-78.3% |