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 | $22,045 | $69,977-68.5% | $108,579-79.7% | $62,891-64.9% |
| Participation rate | 76.3% | 72.9%+3.4pp | 79.6%-3.3pp | 69.3%+7.0pp |
| Annual return | 10.92% | 10.73%+0.2pp | -51.70%+62.6pp | 20.14%-9.2pp |
| Employer contribution / active EE | $1,092 | $2,135-48.8% | $3,758-70.9% | $2,281-52.1% |
| Participant deferral / active EE | $2,621 | $3,165-17.2% | $4,311-39.2% | $3,203-18.2% |
| Admin fee / account holder | $2,398 | $5,076-52.8% | $7,645-68.6% | $4,296-44.2% |