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 | $22,160 | $59,535-62.8% | $90,160-75.4% | $62,292-64.4% |
| Participation rate | 75.5% | 73.0%+2.4pp | 76.9%-1.4pp | 69.5%+6.0pp |
| Annual return | 18.65% | 23.53%-4.9pp | 34.88%-16.2pp | 28.90%-10.2pp |
| Employer contribution / active EE | $1,910 | $1,826+4.6% | $3,318-42.4% | $2,042-6.5% |
| Participant deferral / active EE | $3,278 | $4,639-29.3% | $5,288-38.0% | $3,169+3.4% |
| Admin fee / account holder | $1,065 | $337+216.4% | $5,943-82.1% | $479+122.2% |