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 | $9,441 | $55,706-83.1% | $75,886-87.6% | $72,985-87.1% |
| Participation rate | 88.2% | 61.1%+27.1pp | 69.3%+19.0pp | 69.5%+18.7pp |
| Annual return | 26.95% | 27.59%-0.6pp | 30.76%-3.8pp | 81.00%-54.1pp |
| Employer contribution / active EE | $982 | $1,687-41.8% | $2,500-60.7% | $2,440-59.8% |
| Participant deferral / active EE | $3,496 | $2,634+32.7% | $3,603-3.0% | $3,607-3.1% |
| Admin fee / account holder | $506 | $3,978-87.3% | $5,418-90.7% | $5,124-90.1% |