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 | $23,912 | $86,929-72.5% | $102,423-76.7% | $80,856-70.4% |
| Participation rate | 74.2% | 72.4%+1.8pp | 76.5%-2.3pp | 67.6%+6.5pp |
| Annual return | 18.58% | 18.88%-0.3pp | 29.32%-10.7pp | 35.59%-17.0pp |
| Employer contribution / active EE | $1,250 | $2,369-47.2% | $3,023-58.7% | $2,755-54.6% |
| Participant deferral / active EE | $3,272 | $4,118-20.6% | $5,053-35.2% | $4,296-23.8% |
| Admin fee / account holder | $1,777 | $8,049-77.9% | $9,451-81.2% | $6,918-74.3% |