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 | $24,040 | $153,772-84.4% | $133,980-82.1% | $273,961-91.2% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.1%+0.4pp | 83.0%+4.5pp |
| Annual return | 8.83% | 36.51%-27.7pp | 29.30%-20.5pp | 41.45%-32.6pp |
| Employer contribution / active EE | $3,309 | $6,029-45.1% | $5,211-36.5% | $4,869-32.0% |
| Participant deferral / active EE | $7,917 | $6,958+13.8% | $6,282+26.0% | $5,287+49.7% |
| Admin fee / account holder | $5,075 | $11,765-56.9% | $9,324-45.6% | $10,132-49.9% |