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 | $15,578 | $53,777-71.0% | $134,143-88.4% | $79,858-80.5% |
| Participation rate | 75.0% | 58.8%+16.2pp | 72.2%+2.8pp | 69.6%+5.4pp |
| Annual return | 16.71% | 19.01%-2.3pp | 36.33%-19.6pp | 31.71%-15.0pp |
| Employer contribution / active EE | $803 | $1,321-39.2% | $3,704-78.3% | $2,471-67.5% |
| Participant deferral / active EE | $2,206 | $2,420-8.8% | $3,499-36.9% | $3,740-41.0% |
| Admin fee / account holder | $1,180 | $3,984-70.4% | $6,684-82.4% | $5,306-77.8% |