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 | $21,382 | $127,386-83.2% | $115,037-81.4% | $125,391-82.9% |
| Participation rate | 90.5% | 84.2%+6.3pp | 81.4%+9.1pp | 83.2%+7.3pp |
| Annual return | 0.62% | 31.28%-30.7pp | 26.14%-25.5pp | 282.22%-281.6pp |
| Employer contribution / active EE | $1,087 | $5,166-79.0% | $4,608-76.4% | $4,866-77.7% |
| Participant deferral / active EE | $5,706 | $6,423-11.2% | $6,026-5.3% | $5,352+6.6% |
| Admin fee / account holder | $1,598 | $9,516-83.2% | $8,175-80.4% | $9,540-83.2% |