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 | $23,652 | $132,239-82.1% | $105,722-77.6% | $273,961-91.4% |
| Participation rate | 80.0% | 83.2%-3.2pp | 78.9%+1.1pp | 83.0%-3.0pp |
| Annual return | 7.92% | 10.07%-2.1pp | 12.25%-4.3pp | 41.45%-33.5pp |
| Employer contribution / active EE | $1,809 | $4,867-62.8% | $4,079-55.6% | $4,869-62.8% |
| Participant deferral / active EE | $7,742 | $6,233+24.2% | $5,326+45.4% | $5,287+46.4% |
| Admin fee / account holder | $476 | $12,032-96.0% | $8,308-94.3% | $10,132-95.3% |