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 | $19,606 | $76,552-74.4% | $123,892-84.2% | $62,891-68.8% |
| Participation rate | 72.3% | 73.0%-0.7pp | 81.4%-9.1pp | 69.3%+3.0pp |
| Annual return | 13.12% | 18.68%-5.6pp | 47.52%-34.4pp | 20.14%-7.0pp |
| Employer contribution / active EE | $2,610 | $2,883-9.4% | $4,617-43.5% | $2,281+14.4% |
| Participant deferral / active EE | $4,418 | $4,840-8.7% | $5,984-26.2% | $3,203+37.9% |
| Admin fee / account holder | $519 | $4,826-89.3% | $8,357-93.8% | $4,296-87.9% |