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 5-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 | $22,017 | $86,929-74.7% | $102,423-78.5% | $80,856-72.8% |
| Participation rate | 93.5% | 72.4%+21.2pp | 76.5%+17.1pp | 67.6%+25.9pp |
| Annual return | 11.09% | 18.88%-7.8pp | 29.32%-18.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $3,195 | $2,369+34.8% | $3,023+5.7% | $2,755+16.0% |
| Participant deferral / active EE | $4,296 | $4,118+4.3% | $5,053-15.0% | $4,2960% |
| Admin fee / account holder | $5,286 | $8,049-34.3% | $9,451-44.1% | $6,918-23.6% |