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 | $22,085 | $109,413-79.8% | $156,263-85.9% | $84,808-74.0% |
| Participation rate | 78.6% | 72.7%+5.9pp | 78.9%-0.3pp | 68.3%+10.3pp |
| Annual return | 17.55% | 20.18%-2.6pp | 59.47%-41.9pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,025 | $2,907-30.3% | $4,333-53.3% | $2,631-23.0% |
| Participant deferral / active EE | $3,548 | $4,590-22.7% | $6,158-42.4% | $4,212-15.8% |
| Admin fee / account holder | $4,332 | $9,357-53.7% | $14,255-69.6% | $7,344-41.0% |