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 | $36,691 | $138,347-73.5% | $184,203-80.1% | $80,856-54.6% |
| Participation rate | 75.0% | 83.9%-8.9pp | 86.8%-11.8pp | 67.6%+7.4pp |
| Annual return | 18.72% | 20.02%-1.3pp | 28.81%-10.1pp | 35.59%-16.9pp |
| Employer contribution / active EE | $2,299 | $4,850-52.6% | $6,427-64.2% | $2,755-16.5% |
| Participant deferral / active EE | $3,782 | $7,071-46.5% | $9,131-58.6% | $4,296-12.0% |
| Admin fee / account holder | $4,355 | $10,483-58.5% | $13,901-68.7% | $6,918-37.0% |