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 | $10,664 | $54,762-80.5% | $90,281-88.2% | $72,985-85.4% |
| Participation rate | 84.0% | 65.1%+18.9pp | 73.3%+10.7pp | 69.5%+14.5pp |
| Annual return | 23.09% | 30.63%-7.5pp | 78.10%-55.0pp | 81.00%-57.9pp |
| Employer contribution / active EE | $1,518 | $2,092-27.5% | $2,854-46.8% | $2,440-37.8% |
| Participant deferral / active EE | $2,052 | $2,887-28.9% | $3,885-47.2% | $3,607-43.1% |
| Admin fee / account holder | $423 | $3,972-89.4% | $5,351-92.1% | $5,124-91.7% |