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 | $21,002 | $181,894-88.5% | $156,549-86.6% | $273,961-92.3% |
| Participation rate | 72.2% | 88.4%-16.2pp | 84.0%-11.8pp | 83.0%-10.8pp |
| Annual return | 17.49% | 30.74%-13.2pp | 32.23%-14.7pp | 41.45%-24.0pp |
| Employer contribution / active EE | $1,780 | $6,248-71.5% | $5,501-67.6% | $4,869-63.4% |
| Participant deferral / active EE | $3,032 | $5,550-45.4% | $4,871-37.8% | $5,287-42.6% |
| Admin fee / account holder | $4,135 | $15,559-73.4% | $13,027-68.3% | $10,132-59.2% |