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 | $16,148 | $56,277-71.3% | $80,975-80.1% | $62,891-74.3% |
| Participation rate | 71.7% | 69.0%+2.7pp | 75.8%-4.1pp | 69.3%+2.4pp |
| Annual return | 10.74% | 22.12%-11.4pp | 17.10%-6.4pp | 20.14%-9.4pp |
| Employer contribution / active EE | $2,308 | $1,943+18.8% | $3,714-37.9% | $2,281+1.2% |
| Participant deferral / active EE | $4,221 | $4,195+0.6% | $5,696-25.9% | $3,203+31.8% |
| Admin fee / account holder | $562 | $3,741-85.0% | $5,516-89.8% | $4,296-86.9% |