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 | $12,886 | $93,071-86.2% | $74,583-82.7% | $273,961-95.3% |
| Participation rate | 82.4% | 74.9%+7.4pp | 68.1%+14.2pp | 83.0%-0.7pp |
| Annual return | 6.63% | 26.18%-19.5pp | 20.47%-13.8pp | 41.45%-34.8pp |
| Employer contribution / active EE | $2,314 | $3,160-26.8% | $2,525-8.4% | $4,869-52.5% |
| Participant deferral / active EE | $3,964 | $4,160-4.7% | $3,458+14.6% | $5,287-25.0% |
| Admin fee / account holder | $309 | $5,272-94.1% | $4,138-92.5% | $10,132-97.0% |