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 | $23,917 | $83,477-71.3% | $125,175-80.9% | $72,985-67.2% |
| Participation rate | 75.8% | 73.3%+2.5pp | 79.8%-4.0pp | 69.5%+6.3pp |
| Annual return | 24.15% | 25.78%-1.6pp | 43.79%-19.6pp | 81.00%-56.9pp |
| Employer contribution / active EE | $827 | $2,345-64.7% | $3,865-78.6% | $2,440-66.1% |
| Participant deferral / active EE | $1,983 | $3,585-44.7% | $4,937-59.8% | $3,607-45.0% |
| Admin fee / account holder | $317 | $5,517-94.2% | $9,702-96.7% | $5,124-93.8% |