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 | $10,619 | $72,492-85.4% | $87,100-87.8% | $72,985-85.4% |
| Participation rate | 74.4% | 72.8%+1.6pp | 76.9%-2.5pp | 69.5%+4.9pp |
| Annual return | 23.10% | 24.46%-1.4pp | 28.19%-5.1pp | 81.00%-57.9pp |
| Employer contribution / active EE | $1,060 | $1,894-44.0% | $2,521-58.0% | $2,440-56.6% |
| Participant deferral / active EE | $2,267 | $3,270-30.7% | $4,049-44.0% | $3,607-37.2% |
| Admin fee / account holder | $362 | $5,055-92.8% | $7,497-95.2% | $5,124-92.9% |