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 | $20,352 | $104,251-80.5% | $91,001-77.6% | $147,584-86.2% |
| Participation rate | 84.6% | 78.2%+6.4pp | 75.6%+9.0pp | 82.8%+1.8pp |
| Annual return | 13.56% | 27.06%-13.5pp | 4.60%+9.0pp | 578.55%-565.0pp |
| Employer contribution / active EE | $2,488 | $3,116-20.2% | $2,456+1.3% | $4,876-49.0% |
| Participant deferral / active EE | $3,093 | $4,195-26.3% | $3,547-12.8% | $5,439-43.1% |
| Admin fee / account holder | $22,441 | $8,948+150.8% | $5,417+314.3% | $10,885+106.2% |