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 | $20,656 | $86,929-76.2% | $102,423-79.8% | $80,856-74.5% |
| Participation rate | 92.6% | 72.4%+20.2pp | 76.5%+16.1pp | 67.6%+25.0pp |
| Annual return | 15.43% | 18.88%-3.4pp | 29.32%-13.9pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,882 | $2,369-20.6% | $3,023-37.7% | $2,755-31.7% |
| Participant deferral / active EE | $4,226 | $4,118+2.6% | $5,053-16.4% | $4,296-1.6% |
| Admin fee / account holder | $972 | $8,049-87.9% | $9,451-89.7% | $6,918-86.0% |