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 | $24,778 | $108,825-77.2% | $156,181-84.1% | $82,448-69.9% |
| Participation rate | 81.6% | 72.4%+9.3pp | 78.8%+2.8pp | 68.1%+13.6pp |
| Annual return | 17.36% | 20.59%-3.2pp | 64.87%-47.5pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,660 | $2,870-42.2% | $4,294-61.3% | $2,551-34.9% |
| Participant deferral / active EE | $4,027 | $4,577-12.0% | $6,132-34.3% | $4,139-2.7% |
| Admin fee / account holder | $1,045 | $9,341-88.8% | $14,586-92.8% | $7,234-85.5% |