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 | $18,085 | $72,114-74.9% | $108,745-83.4% | $62,891-71.2% |
| Participation rate | 83.1% | 74.6%+8.5pp | 77.7%+5.4pp | 69.3%+13.8pp |
| Annual return | 8.65% | 13.41%-4.8pp | 46.22%-37.6pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,341 | $2,694-50.2% | $3,323-59.6% | $2,281-41.2% |
| Participant deferral / active EE | $3,183 | $4,044-21.3% | $5,121-37.9% | $3,203-0.6% |
| Admin fee / account holder | $717 | $4,608-84.4% | $6,144-88.3% | $4,296-83.3% |