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 | $21,144 | $60,349-65.0% | $74,183-71.5% | $62,891-66.4% |
| Participation rate | 82.3% | 72.7%+9.5pp | 76.6%+5.6pp | 69.3%+13.0pp |
| Annual return | 6.10% | 21.37%-15.3pp | 17.74%-11.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,081 | $1,680-35.7% | $2,370-54.4% | $2,281-52.6% |
| Participant deferral / active EE | $1,824 | $2,856-36.1% | $3,550-48.6% | $3,203-43.0% |
| Admin fee / account holder | $811 | $4,261-81.0% | $5,586-85.5% | $4,296-81.1% |