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 | $29,832 | $82,032-63.6% | $123,104-75.8% | $59,632-50.0% |
| Participation rate | 82.4% | 83.2%-0.8pp | 86.8%-4.4pp | 68.7%+13.7pp |
| Annual return | 2.09% | 5.12%-3.0pp | 13.22%-11.1pp | 2041.28%-2039.2pp |
| Employer contribution / active EE | $1,735 | $3,297-47.4% | $5,151-66.3% | $2,203-21.2% |
| Participant deferral / active EE | $2,322 | $4,667-50.2% | $6,230-62.7% | $3,192-27.3% |
| Admin fee / account holder | $1,623 | $5,881-72.4% | $9,015-82.0% | $4,297-62.2% |