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 | $23,004 | $60,349-61.9% | $74,183-69.0% | $62,891-63.4% |
| Participation rate | 95.7% | 72.7%+22.9pp | 76.6%+19.0pp | 69.3%+26.3pp |
| Annual return | 6.71% | 21.37%-14.7pp | 17.74%-11.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $700 | $1,680-58.3% | $2,370-70.5% | $2,281-69.3% |
| Participant deferral / active EE | $1,490 | $2,856-47.8% | $3,550-58.0% | $3,203-53.5% |
| Admin fee / account holder | $651 | $4,261-84.7% | $5,586-88.3% | $4,296-84.9% |