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 5-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 | $15,132 | $72,277-79.1% | $101,248-85.1% | $79,858-81.1% |
| Participation rate | 74.3% | 68.5%+5.8pp | 75.8%-1.5pp | 69.6%+4.7pp |
| Annual return | 16.60% | 22.30%-5.7pp | 46.47%-29.9pp | 31.71%-15.1pp |
| Employer contribution / active EE | $1,401 | $2,692-48.0% | $3,660-61.7% | $2,471-43.3% |
| Participant deferral / active EE | $1,901 | $3,282-42.1% | $4,370-56.5% | $3,740-49.2% |
| Admin fee / account holder | $2,525 | $4,400-42.6% | $5,945-57.5% | $5,306-52.4% |