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 4-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 | $17,819 | $86,929-79.5% | $102,423-82.6% | $80,856-78.0% |
| Participation rate | 71.0% | 72.4%-1.4pp | 76.5%-5.5pp | 67.6%+3.3pp |
| Annual return | 24.42% | 18.88%+5.5pp | 29.32%-4.9pp | 35.59%-11.2pp |
| Employer contribution / active EE | $2,149 | $2,369-9.3% | $3,023-28.9% | $2,755-22.0% |
| Participant deferral / active EE | $4,254 | $4,118+3.3% | $5,053-15.8% | $4,296-1.0% |
| Admin fee / account holder | $5,796 | $8,049-28.0% | $9,451-38.7% | $6,918-16.2% |