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 | $15,769 | $57,065-72.4% | $75,670-79.2% | $70,131-77.5% |
| Participation rate | 97.7% | 68.1%+29.6pp | 72.3%+25.3pp | 69.5%+28.1pp |
| Annual return | 19.33% | 23.57%-4.2pp | 27.34%-8.0pp | 73.14%-53.8pp |
| Employer contribution / active EE | $1,041 | $1,817-42.7% | $2,352-55.7% | $2,342-55.6% |
| Participant deferral / active EE | $1,746 | $2,580-32.3% | $3,142-44.4% | $3,332-47.6% |
| Admin fee / account holder | $1,174 | $3,825-69.3% | $5,800-79.8% | $4,645-74.7% |