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 | $21,358 | $58,828-63.7% | $77,999-72.6% | $62,891-66.0% |
| Participation rate | 86.0% | 71.1%+15.0pp | 75.5%+10.5pp | 69.3%+16.7pp |
| Annual return | 7.17% | 17.16%-10.0pp | 425.96%-418.8pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,498 | $1,672-10.4% | $2,470-39.4% | $2,281-34.3% |
| Participant deferral / active EE | $1,702 | $2,686-36.6% | $3,497-51.3% | $3,203-46.9% |
| Admin fee / account holder | $931 | $4,393-78.8% | $5,480-83.0% | $4,296-78.3% |