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 9-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 | $23,459 | $86,922-73.0% | $102,438-77.1% | $80,874-71.0% |
| Participation rate | 73.1% | 72.4%+0.7pp | 76.5%-3.4pp | 67.6%+5.4pp |
| Annual return | 15.17% | 18.90%-3.7pp | 29.37%-14.2pp | 35.62%-20.4pp |
| Employer contribution / active EE | $2,211 | $2,369-6.7% | $3,024-26.9% | $2,756-19.7% |
| Participant deferral / active EE | $2,874 | $4,119-30.2% | $5,054-43.1% | $4,297-33.1% |
| Admin fee / account holder | $1,675 | $8,050-79.2% | $9,448-82.3% | $6,935-75.9% |