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 | $24,321 | $153,772-84.2% | $133,980-81.8% | $273,961-91.1% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 6.37% | 36.51%-30.1pp | 29.30%-22.9pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,837 | $6,029-69.5% | $5,211-64.8% | $4,869-62.3% |
| Participant deferral / active EE | $5,374 | $6,958-22.8% | $6,282-14.4% | $5,287+1.7% |
| Admin fee / account holder | $3,064 | $11,765-74.0% | $9,324-67.1% | $10,132-69.8% |