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 | $26,322 | $152,460-82.7% | $118,746-77.8% | $147,584-82.2% |
| Participation rate | 81.8% | 82.3%-0.4pp | 78.3%+3.5pp | 82.8%-1.0pp |
| Annual return | 18.99% | 17.41%+1.6pp | 24.54%-5.5pp | 578.55%-559.6pp |
| Employer contribution / active EE | $3,826 | $5,046-24.2% | $4,193-8.7% | $4,876-21.5% |
| Participant deferral / active EE | $6,007 | $6,212-3.3% | $5,332+12.7% | $5,439+10.5% |
| Admin fee / account holder | $2,053 | $16,953-87.9% | $10,720-80.8% | $10,885-81.1% |