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 | $17,593 | $56,277-68.7% | $80,975-78.3% | $62,891-72.0% |
| Participation rate | 80.4% | 69.0%+11.4pp | 75.8%+4.5pp | 69.3%+11.1pp |
| Annual return | 6.14% | 22.12%-16.0pp | 17.10%-11.0pp | 20.14%-14.0pp |
| Employer contribution / active EE | $555 | $1,943-71.4% | $3,714-85.1% | $2,281-75.7% |
| Participant deferral / active EE | $2,376 | $4,195-43.4% | $5,696-58.3% | $3,203-25.8% |
| Admin fee / account holder | $1,650 | $3,741-55.9% | $5,516-70.1% | $4,296-61.6% |