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 | $20,482 | $67,606-69.7% | $82,313-75.1% | $70,131-70.8% |
| Participation rate | 75.9% | 72.8%+3.2pp | 76.9%-1.0pp | 69.5%+6.4pp |
| Annual return | 17.63% | 21.57%-3.9pp | 25.88%-8.2pp | 73.14%-55.5pp |
| Employer contribution / active EE | $1,320 | $1,755-24.8% | $2,428-45.7% | $2,342-43.7% |
| Participant deferral / active EE | $1,859 | $2,987-37.8% | $3,706-49.8% | $3,332-44.2% |
| Admin fee / account holder | $763 | $4,512-83.1% | $5,608-86.4% | $4,645-83.6% |