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 | $23,642 | $67,606-65.0% | $82,313-71.3% | $70,131-66.3% |
| Participation rate | 73.0% | 72.8%+0.2pp | 76.9%-3.9pp | 69.5%+3.4pp |
| Annual return | 16.24% | 21.57%-5.3pp | 25.88%-9.6pp | 73.14%-56.9pp |
| Employer contribution / active EE | $1,011 | $1,755-42.4% | $2,428-58.4% | $2,342-56.9% |
| Participant deferral / active EE | $1,733 | $2,987-42.0% | $3,706-53.2% | $3,332-48.0% |
| Admin fee / account holder | $330 | $4,512-92.7% | $5,608-94.1% | $4,645-92.9% |