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 | $22,414 | $78,422-71.4% | $95,952-76.6% | $79,858-71.9% |
| Participation rate | 75.0% | 73.5%+1.5pp | 77.1%-2.1pp | 69.6%+5.4pp |
| Annual return | 10.35% | 19.37%-9.0pp | 91.61%-81.3pp | 31.71%-21.4pp |
| Employer contribution / active EE | $879 | $1,945-54.8% | $2,541-65.4% | $2,471-64.4% |
| Participant deferral / active EE | $1,743 | $3,440-49.3% | $4,167-58.2% | $3,740-53.4% |
| Admin fee / account holder | $448 | $5,622-92.0% | $6,795-93.4% | $5,306-91.6% |