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 | $20,613 | $165,912-87.6% | $122,332-83.1% | $147,584-86.0% |
| Participation rate | 70.0% | 79.6%-9.6pp | 71.6%-1.6pp | 82.8%-12.8pp |
| Annual return | 31.33% | 34.55%-3.2pp | 30.27%+1.1pp | 578.55%-547.2pp |
| Employer contribution / active EE | $906 | $5,754-84.3% | $4,050-77.6% | $4,876-81.4% |
| Participant deferral / active EE | $4,175 | $4,005+4.2% | $3,287+27.0% | $5,439-23.2% |
| Admin fee / account holder | $654 | $7,424-91.2% | $5,478-88.1% | $10,885-94.0% |