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 | $19,048 | $54,380-65.0% | $68,509-72.2% | $59,632-68.1% |
| Participation rate | 96.4% | 70.2%+26.2pp | 74.7%+21.7pp | 68.7%+27.7pp |
| Annual return | 9.35% | 2.83%+6.5pp | 8.27%+1.1pp | 2041.28%-2031.9pp |
| Employer contribution / active EE | $1,287 | $1,539-16.3% | $2,278-43.5% | $2,203-41.6% |
| Participant deferral / active EE | $2,894 | $2,643+9.5% | $3,382-14.4% | $3,192-9.3% |
| Admin fee / account holder | $693 | $3,885-82.2% | $5,275-86.9% | $4,297-83.9% |