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 | $19,494 | $93,346-79.1% | $71,796-72.8% | $273,961-92.9% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.1%+5.9pp | 83.0%-8.0pp |
| Annual return | 7.29% | 130.39%-123.1pp | 78.04%-70.7pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,011 | $2,733-63.0% | $1,924-47.4% | $4,869-79.2% |
| Participant deferral / active EE | $1,293 | $3,475-62.8% | $2,794-53.7% | $5,287-75.5% |
| Admin fee / account holder | $1,237 | $6,571-81.2% | $4,815-74.3% | $10,132-87.8% |