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 3-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 | $18,182 | $71,057-74.4% | $93,654-80.6% | $80,874-77.5% |
| Participation rate | 70.3% | 60.4%+9.9pp | 68.7%+1.5pp | 67.6%+2.6pp |
| Annual return | 13.87% | 11.26%+2.6pp | 133.34%-119.5pp | 35.62%-21.7pp |
| Employer contribution / active EE | $1,508 | $1,564-3.6% | $2,421-37.7% | $2,756-45.3% |
| Participant deferral / active EE | $3,508 | $4,034-13.0% | $4,413-20.5% | $4,297-18.4% |
| Admin fee / account holder | $16,539 | $6,944+138.2% | $8,282+99.7% | $6,935+138.5% |