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 | $19,937 | $54,541-63.4% | $78,778-74.7% | $70,131-71.6% |
| Participation rate | 70.0% | 60.8%+9.2pp | 69.2%+0.8pp | 69.5%+0.5pp |
| Annual return | 17.75% | 21.07%-3.3pp | 35.62%-17.9pp | 73.14%-55.4pp |
| Employer contribution / active EE | $520 | $1,089-52.3% | $1,986-73.8% | $2,342-77.8% |
| Participant deferral / active EE | $1,949 | $2,210-11.8% | $2,958-34.1% | $3,332-41.5% |
| Admin fee / account holder | $906 | $3,709-75.6% | $5,134-82.3% | $4,645-80.5% |