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 | $26,688 | $83,477-68.0% | $125,175-78.7% | $72,985-63.4% |
| Participation rate | 80.8% | 73.3%+7.5pp | 79.8%+1.0pp | 69.5%+11.3pp |
| Annual return | 22.89% | 25.78%-2.9pp | 43.79%-20.9pp | 81.00%-58.1pp |
| Employer contribution / active EE | $2,322 | $2,345-1.0% | $3,865-39.9% | $2,440-4.8% |
| Participant deferral / active EE | $4,776 | $3,585+33.2% | $4,937-3.3% | $3,607+32.4% |
| Admin fee / account holder | $1,114 | $5,517-79.8% | $9,702-88.5% | $5,124-78.3% |