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 | $21,367 | $67,606-68.4% | $82,313-74.0% | $70,131-69.5% |
| Participation rate | 90.3% | 72.8%+17.6pp | 76.9%+13.4pp | 69.5%+20.8pp |
| Annual return | 21.25% | 21.57%-0.3pp | 25.88%-4.6pp | 73.14%-51.9pp |
| Employer contribution / active EE | $2,497 | $1,755+42.3% | $2,428+2.8% | $2,342+6.6% |
| Participant deferral / active EE | $3,906 | $2,987+30.8% | $3,706+5.4% | $3,332+17.2% |
| Admin fee / account holder | $482 | $4,512-89.3% | $5,608-91.4% | $4,645-89.6% |