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 | $22,351 | $181,894-87.7% | $156,549-85.7% | $273,961-91.8% |
| Participation rate | 95.2% | 88.4%+6.9pp | 84.0%+11.2pp | 83.0%+12.2pp |
| Annual return | 7.24% | 30.74%-23.5pp | 32.23%-25.0pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,628 | $6,248-74.0% | $5,501-70.4% | $4,869-66.6% |
| Participant deferral / active EE | $5,172 | $5,550-6.8% | $4,871+6.2% | $5,287-2.2% |
| Admin fee / account holder | $9,550 | $15,559-38.6% | $13,027-26.7% | $10,132-5.7% |