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 | $26,752 | $86,929-69.2% | $102,423-73.9% | $80,856-66.9% |
| Participation rate | 75.0% | 72.4%+2.6pp | 76.5%-1.5pp | 67.6%+7.4pp |
| Annual return | 13.43% | 18.88%-5.5pp | 29.32%-15.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $917 | $2,369-61.3% | $3,023-69.7% | $2,755-66.7% |
| Participant deferral / active EE | $3,048 | $4,118-26.0% | $5,053-39.7% | $4,296-29.0% |
| Admin fee / account holder | $11,036 | $8,049+37.1% | $9,451+16.8% | $6,918+59.5% |