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 | $12,185 | $76,552-84.1% | $123,892-90.2% | $62,891-80.6% |
| Participation rate | 72.4% | 73.0%-0.6pp | 81.4%-9.0pp | 69.3%+3.1pp |
| Annual return | 7.38% | 18.68%-11.3pp | 47.52%-40.1pp | 20.14%-12.8pp |
| Employer contribution / active EE | $2,775 | $2,883-3.7% | $4,617-39.9% | $2,281+21.6% |
| Participant deferral / active EE | $2,577 | $4,840-46.7% | $5,984-56.9% | $3,203-19.5% |
| Admin fee / account holder | $407 | $4,826-91.6% | $8,357-95.1% | $4,296-90.5% |