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 | $6,581 | $39,122-83.2% | $57,179-88.5% | $62,891-89.5% |
| Participation rate | 80.3% | 70.5%+9.8pp | 75.3%+5.0pp | 69.3%+11.0pp |
| Annual return | 5.81% | 9.23%-3.4pp | 14.59%-8.8pp | 20.14%-14.3pp |
| Employer contribution / active EE | $2,268 | $1,874+21.0% | $2,682-15.4% | $2,281-0.6% |
| Participant deferral / active EE | $877 | $2,374-63.1% | $3,096-71.7% | $3,203-72.6% |
| Admin fee / account holder | $730 | $2,592-71.8% | $3,139-76.8% | $4,296-83.0% |