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 | $22,075 | $104,251-78.8% | $91,001-75.7% | $147,584-85.0% |
| Participation rate | 73.9% | 78.2%-4.3pp | 75.6%-1.7pp | 82.8%-8.9pp |
| Annual return | 18.24% | 27.06%-8.8pp | 4.60%+13.6pp | 578.55%-560.3pp |
| Employer contribution / active EE | $1,563 | $3,116-49.8% | $2,456-36.4% | $4,876-68.0% |
| Participant deferral / active EE | $4,221 | $4,195+0.6% | $3,547+19.0% | $5,439-22.4% |
| Admin fee / account holder | $857 | $8,948-90.4% | $5,417-84.2% | $10,885-92.1% |