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 | $27,316 | $153,772-82.2% | $133,980-79.6% | $273,961-90.0% |
| Participation rate | 93.8% | 88.4%+5.4pp | 87.1%+6.7pp | 83.0%+10.7pp |
| Annual return | 4.70% | 36.51%-31.8pp | 29.30%-24.6pp | 41.45%-36.8pp |
| Employer contribution / active EE | $1,641 | $6,029-72.8% | $5,211-68.5% | $4,869-66.3% |
| Participant deferral / active EE | $4,754 | $6,958-31.7% | $6,282-24.3% | $5,287-10.1% |
| Admin fee / account holder | $423 | $11,765-96.4% | $9,324-95.5% | $10,132-95.8% |