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 | $16,902 | $109,881-84.6% | $150,045-88.7% | $84,808-80.1% |
| Participation rate | 77.4% | 76.1%+1.3pp | 82.3%-4.9pp | 68.3%+9.1pp |
| Annual return | 15.28% | 28.25%-13.0pp | 62.55%-47.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $918 | $3,561-74.2% | $4,693-80.4% | $2,631-65.1% |
| Participant deferral / active EE | $2,572 | $6,636-61.2% | $7,997-67.8% | $4,212-38.9% |
| Admin fee / account holder | $2,423 | $8,568-71.7% | $13,435-82.0% | $7,344-67.0% |