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 | $22,046 | $86,929-74.6% | $102,423-78.5% | $80,856-72.7% |
| Participation rate | 80.3% | 72.4%+8.0pp | 76.5%+3.8pp | 67.6%+12.7pp |
| Annual return | 14.00% | 18.88%-4.9pp | 29.32%-15.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,723 | $2,369-27.3% | $3,023-43.0% | $2,755-37.4% |
| Participant deferral / active EE | $2,369 | $4,118-42.5% | $5,053-53.1% | $4,296-44.9% |
| Admin fee / account holder | $5,551 | $8,049-31.0% | $9,451-41.3% | $6,918-19.8% |