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 | $19,472 | $67,606-71.2% | $82,313-76.3% | $70,131-72.2% |
| Participation rate | 97.9% | 72.8%+25.1pp | 76.9%+21.0pp | 69.5%+28.4pp |
| Annual return | 17.74% | 21.57%-3.8pp | 25.88%-8.1pp | 73.14%-55.4pp |
| Employer contribution / active EE | $1,179 | $1,755-32.8% | $2,428-51.5% | $2,342-49.7% |
| Participant deferral / active EE | $3,124 | $2,987+4.6% | $3,706-15.7% | $3,332-6.2% |
| Admin fee / account holder | $2,001 | $4,512-55.6% | $5,608-64.3% | $4,645-56.9% |