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 | $35,719 | $109,359-67.3% | $162,163-78.0% | $72,985-51.1% |
| Participation rate | 80.0% | 84.3%-4.3pp | 87.6%-7.6pp | 69.5%+10.5pp |
| Annual return | 22.60% | 25.46%-2.9pp | 115.59%-93.0pp | 81.00%-58.4pp |
| Employer contribution / active EE | $2,231 | $3,907-42.9% | $5,614-60.3% | $2,440-8.6% |
| Participant deferral / active EE | $3,734 | $5,481-31.9% | $7,298-48.8% | $3,607+3.5% |
| Admin fee / account holder | $1,511 | $7,972-81.0% | $10,843-86.1% | $5,124-70.5% |