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 | $31,250 | $95,803-67.4% | $113,168-72.4% | $84,808-63.2% |
| Participation rate | 74.4% | 72.9%+1.6pp | 76.6%-2.1pp | 68.3%+6.1pp |
| Annual return | 16.24% | 25.00%-8.8pp | 24.27%-8.0pp | 40.90%-24.7pp |
| Employer contribution / active EE | $968 | $2,360-59.0% | $2,975-67.5% | $2,631-63.2% |
| Participant deferral / active EE | $2,969 | $4,242-30.0% | $5,107-41.9% | $4,212-29.5% |
| Admin fee / account holder | $6,688 | $8,989-25.6% | $12,068-44.6% | $7,344-8.9% |