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 | $20,357 | $86,929-76.6% | $102,423-80.1% | $80,856-74.8% |
| Participation rate | 83.3% | 72.4%+11.0pp | 76.5%+6.8pp | 67.6%+15.7pp |
| Annual return | 10.81% | 18.88%-8.1pp | 29.32%-18.5pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,922 | $2,369-18.9% | $3,023-36.4% | $2,755-30.2% |
| Participant deferral / active EE | $3,275 | $4,118-20.5% | $5,053-35.2% | $4,296-23.8% |
| Admin fee / account holder | $15,813 | $8,049+96.5% | $9,451+67.3% | $6,918+128.6% |