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 | $10,504 | $65,685-84.0% | $57,179-81.6% | $273,961-96.2% |
| Participation rate | 76.9% | 78.3%-1.4pp | 75.3%+1.6pp | 83.0%-6.1pp |
| Annual return | 3.79% | 21.99%-18.2pp | 14.59%-10.8pp | 41.45%-37.7pp |
| Employer contribution / active EE | $452 | $3,279-86.2% | $2,682-83.1% | $4,869-90.7% |
| Participant deferral / active EE | $1,187 | $3,782-68.6% | $3,096-61.7% | $5,287-77.6% |
| Admin fee / account holder | $477 | $4,835-90.1% | $3,139-84.8% | $10,132-95.3% |