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 6-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 | $10,884 | $64,480-83.1% | $81,382-86.6% | $80,856-86.5% |
| Participation rate | 89.2% | 63.9%+25.3pp | 69.5%+19.7pp | 67.6%+21.6pp |
| Annual return | 13.79% | 16.34%-2.6pp | 24.73%-10.9pp | 35.59%-21.8pp |
| Employer contribution / active EE | $988 | $1,978-50.0% | $2,463-59.9% | $2,755-64.1% |
| Participant deferral / active EE | $1,904 | $3,094-38.5% | $3,883-51.0% | $4,296-55.7% |
| Admin fee / account holder | $820 | $5,671-85.5% | $5,768-85.8% | $6,918-88.1% |