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 | $18,723 | $64,348-70.9% | $90,160-79.2% | $70,131-73.3% |
| Participation rate | 77.1% | 70.4%+6.6pp | 76.9%+0.2pp | 69.5%+7.5pp |
| Annual return | 16.39% | 28.13%-11.7pp | 34.88%-18.5pp | 73.14%-56.7pp |
| Employer contribution / active EE | $2,663 | $2,046+30.2% | $3,318-19.7% | $2,342+13.7% |
| Participant deferral / active EE | $3,816 | $4,389-13.0% | $5,288-27.8% | $3,332+14.5% |
| Admin fee / account holder | $3,370 | $3,944-14.6% | $5,943-43.3% | $4,645-27.5% |