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 | $17,498 | $58,512-70.1% | $84,015-79.2% | $72,985-76.0% |
| Participation rate | 87.5% | 61.2%+26.3pp | 69.0%+18.5pp | 69.5%+18.0pp |
| Annual return | 22.90% | 28.93%-6.0pp | 71.31%-48.4pp | 81.00%-58.1pp |
| Employer contribution / active EE | $1,403 | $1,163+20.7% | $1,983-29.2% | $2,440-42.5% |
| Participant deferral / active EE | $2,872 | $2,394+20.0% | $3,239-11.3% | $3,607-20.4% |
| Admin fee / account holder | $397 | $4,569-91.3% | $6,101-93.5% | $5,124-92.2% |