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 | $14,869 | $135,952-89.1% | $123,892-88.0% | $273,961-94.6% |
| Participation rate | 84.6% | 84.1%+0.6pp | 81.4%+3.2pp | 83.0%+1.6pp |
| Annual return | 7.17% | 56.63%-49.5pp | 47.52%-40.3pp | 41.45%-34.3pp |
| Employer contribution / active EE | $1,868 | $5,170-63.9% | $4,617-59.5% | $4,869-61.6% |
| Participant deferral / active EE | $4,076 | $6,343-35.7% | $5,984-31.9% | $5,287-22.9% |
| Admin fee / account holder | $2,392 | $9,817-75.6% | $8,357-71.4% | $10,132-76.4% |