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 | $17,301 | $46,869-63.1% | $122,332-85.9% | $70,131-75.3% |
| Participation rate | 76.7% | 58.2%+18.5pp | 71.6%+5.0pp | 69.5%+7.1pp |
| Annual return | 14.60% | 24.22%-9.6pp | 30.27%-15.7pp | 73.14%-58.5pp |
| Employer contribution / active EE | $754 | $1,288-41.5% | $4,050-81.4% | $2,342-67.8% |
| Participant deferral / active EE | $2,404 | $2,166+10.9% | $3,287-26.9% | $3,332-27.9% |
| Admin fee / account holder | $1,254 | $3,322-62.3% | $5,478-77.1% | $4,645-73.0% |