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 5-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 | $31,968 | $148,978-78.5% | $200,582-84.1% | $84,808-62.3% |
| Participation rate | 81.5% | 84.2%-2.7pp | 86.9%-5.4pp | 68.3%+13.2pp |
| Annual return | 20.67% | 28.16%-7.5pp | 42.33%-21.7pp | 40.90%-20.2pp |
| Employer contribution / active EE | $1,937 | $4,815-59.8% | $6,419-69.8% | $2,631-26.4% |
| Participant deferral / active EE | $6,986 | $7,142-2.2% | $9,331-25.1% | $4,212+65.9% |
| Admin fee / account holder | $1,454 | $13,977-89.6% | $16,305-91.1% | $7,344-80.2% |