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 | $13,726 | $60,349-77.3% | $74,183-81.5% | $62,891-78.2% |
| Participation rate | 94.6% | 72.7%+21.9pp | 76.6%+18.0pp | 69.3%+25.3pp |
| Annual return | 7.86% | 21.37%-13.5pp | 17.74%-9.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,438 | $1,680-14.4% | $2,370-39.3% | $2,281-37.0% |
| Participant deferral / active EE | $3,277 | $2,856+14.8% | $3,550-7.7% | $3,203+2.3% |
| Admin fee / account holder | $350 | $4,261-91.8% | $5,586-93.7% | $4,296-91.9% |