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 | $23,839 | $72,492-67.1% | $87,100-72.6% | $72,985-67.3% |
| Participation rate | 80.8% | 72.8%+8.0pp | 76.9%+3.9pp | 69.5%+11.3pp |
| Annual return | 22.06% | 24.46%-2.4pp | 28.19%-6.1pp | 81.00%-58.9pp |
| Employer contribution / active EE | $955 | $1,894-49.6% | $2,521-62.1% | $2,440-60.9% |
| Participant deferral / active EE | $3,951 | $3,270+20.8% | $4,049-2.4% | $3,607+9.5% |
| Admin fee / account holder | $512 | $5,055-89.9% | $7,497-93.2% | $5,124-90.0% |