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 | $22,374 | $72,492-69.1% | $87,100-74.3% | $72,985-69.3% |
| Participation rate | 70.0% | 72.8%-2.8pp | 76.9%-6.9pp | 69.5%+0.5pp |
| Annual return | 32.59% | 24.46%+8.1pp | 28.19%+4.4pp | 81.00%-48.4pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,130 | $3,270-34.9% | $4,049-47.4% | $3,607-41.0% |
| Admin fee / account holder | $2,372 | $5,055-53.1% | $7,497-68.4% | $5,124-53.7% |