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 | $16,104 | $87,135-81.5% | $206,214-92.2% | $116,875-86.2% |
| Participation rate | 80.8% | 76.8%+4.0pp | 82.4%-1.6pp | 74.5%+6.2pp |
| Annual return | 19.75% | 22.51%-2.8pp | -1.60%+21.4pp | 16.29%+3.5pp |
| Employer contribution / active EE | $2,189 | $3,046-28.2% | $5,967-63.3% | $3,288-33.4% |
| Participant deferral / active EE | $2,424 | $3,898-37.8% | $4,649-47.9% | $3,885-37.6% |
| Admin fee / account holder | $2,724 | $8,630-68.4% | $13,671-80.1% | $12,263-77.8% |