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 | $26,066 | $69,977-62.8% | $108,579-76.0% | $62,891-58.6% |
| Participation rate | 88.3% | 72.9%+15.4pp | 79.6%+8.8pp | 69.3%+19.0pp |
| Annual return | 7.00% | 10.73%-3.7pp | -51.70%+58.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,413 | $2,135-33.8% | $3,758-62.4% | $2,281-38.0% |
| Participant deferral / active EE | $3,041 | $3,165-3.9% | $4,311-29.5% | $3,203-5.1% |
| Admin fee / account holder | $3,905 | $5,076-23.1% | $7,645-48.9% | $4,296-9.1% |