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 | $18,640 | $76,367-75.6% | $93,606-80.1% | $72,985-74.5% |
| Participation rate | 78.1% | 71.7%+6.4pp | 75.8%+2.3pp | 69.5%+8.6pp |
| Annual return | 18.70% | 25.82%-7.1pp | 32.76%-14.1pp | 81.00%-62.3pp |
| Employer contribution / active EE | $1,564 | $2,275-31.2% | $2,718-42.4% | $2,440-35.9% |
| Participant deferral / active EE | $2,199 | $3,538-37.8% | $4,069-45.9% | $3,607-39.0% |
| Admin fee / account holder | $885 | $6,838-87.1% | $7,888-88.8% | $5,124-82.7% |