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 | $26,725 | $86,929-69.3% | $102,423-73.9% | $80,856-66.9% |
| Participation rate | 87.3% | 72.4%+14.9pp | 76.5%+10.8pp | 67.6%+19.7pp |
| Annual return | 11.69% | 18.88%-7.2pp | 29.32%-17.6pp | 35.59%-23.9pp |
| Employer contribution / active EE | $978 | $2,369-58.7% | $3,023-67.6% | $2,755-64.5% |
| Participant deferral / active EE | $3,506 | $4,118-14.9% | $5,053-30.6% | $4,296-18.4% |
| Admin fee / account holder | $2,840 | $8,049-64.7% | $9,451-70.0% | $6,918-59.0% |