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 | $13,240 | $58,828-77.5% | $77,999-83.0% | $62,891-78.9% |
| Participation rate | 74.6% | 71.1%+3.5pp | 75.5%-0.9pp | 69.3%+5.3pp |
| Annual return | 5.46% | 17.16%-11.7pp | 425.96%-420.5pp | 20.14%-14.7pp |
| Employer contribution / active EE | $688 | $1,672-58.9% | $2,470-72.2% | $2,281-69.8% |
| Participant deferral / active EE | $1,639 | $2,686-39.0% | $3,497-53.1% | $3,203-48.8% |
| Admin fee / account holder | $327 | $4,393-92.6% | $5,480-94.0% | $4,296-92.4% |