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 | $34,917 | $109,359-68.1% | $162,163-78.5% | $72,985-52.2% |
| Participation rate | 70.0% | 84.3%-14.3pp | 87.6%-17.6pp | 69.5%+0.5pp |
| Annual return | 24.33% | 25.46%-1.1pp | 115.59%-91.3pp | 81.00%-56.7pp |
| Employer contribution / active EE | $2,091 | $3,907-46.5% | $5,614-62.8% | $2,440-14.3% |
| Participant deferral / active EE | $3,952 | $5,481-27.9% | $7,298-45.8% | $3,607+9.6% |
| Admin fee / account holder | $2,687 | $7,972-66.3% | $10,843-75.2% | $5,124-47.6% |