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 | $22,774 | $86,929-73.8% | $102,423-77.8% | $80,856-71.8% |
| Participation rate | 75.6% | 72.4%+3.2pp | 76.5%-0.9pp | 67.6%+7.9pp |
| Annual return | 11.36% | 18.88%-7.5pp | 29.32%-18.0pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,152 | $2,369-51.4% | $3,023-61.9% | $2,755-58.2% |
| Participant deferral / active EE | $3,711 | $4,118-9.9% | $5,053-26.5% | $4,296-13.6% |
| Admin fee / account holder | $644 | $8,049-92.0% | $9,451-93.2% | $6,918-90.7% |