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 | $21,880 | $79,557-72.5% | $118,746-81.6% | $70,131-68.8% |
| Participation rate | 76.9% | 71.4%+5.6pp | 78.3%-1.4pp | 69.5%+7.4pp |
| Annual return | 18.84% | 25.64%-6.8pp | 24.54%-5.7pp | 73.14%-54.3pp |
| Employer contribution / active EE | $846 | $2,861-70.4% | $4,193-79.8% | $2,342-63.9% |
| Participant deferral / active EE | $2,046 | $4,089-50.0% | $5,332-61.6% | $3,332-38.6% |
| Admin fee / account holder | $1,464 | $5,374-72.8% | $10,720-86.3% | $4,645-68.5% |