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 6-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 | $17,670 | $123,793-85.7% | $177,821-90.1% | $79,858-77.9% |
| Participation rate | 78.9% | 84.7%-5.7pp | 87.7%-8.8pp | 69.6%+9.3pp |
| Annual return | 20.57% | 22.82%-2.3pp | 48.32%-27.8pp | 31.71%-11.1pp |
| Employer contribution / active EE | $1,957 | $4,095-52.2% | $5,918-66.9% | $2,471-20.8% |
| Participant deferral / active EE | $3,176 | $5,956-46.7% | $7,714-58.8% | $3,740-15.1% |
| Admin fee / account holder | $2,022 | $7,243-72.1% | $12,427-83.7% | $5,306-61.9% |