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 | $15,729 | $83,477-81.2% | $125,175-87.4% | $72,985-78.4% |
| Participation rate | 93.9% | 73.3%+20.6pp | 79.8%+14.1pp | 69.5%+24.4pp |
| Annual return | 19.83% | 25.78%-5.9pp | 43.79%-24.0pp | 81.00%-61.2pp |
| Employer contribution / active EE | $1,693 | $2,345-27.8% | $3,865-56.2% | $2,440-30.6% |
| Participant deferral / active EE | $2,344 | $3,585-34.6% | $4,937-52.5% | $3,607-35.0% |
| Admin fee / account holder | $641 | $5,517-88.4% | $9,702-93.4% | $5,124-87.5% |