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 3-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 | $10,390 | $81,460-87.2% | $103,333-89.9% | $80,856-87.2% |
| Participation rate | 73.6% | 66.8%+6.8pp | 74.5%-0.9pp | 67.6%+6.0pp |
| Annual return | 15.22% | 25.55%-10.3pp | 24.88%-9.7pp | 35.59%-20.4pp |
| Employer contribution / active EE | $4,497 | $3,105+44.8% | $3,868+16.3% | $2,755+63.2% |
| Participant deferral / active EE | $3,068 | $3,869-20.7% | $5,057-39.3% | $4,296-28.6% |
| Admin fee / account holder | $2,682 | $6,566-59.1% | $8,355-67.9% | $6,918-61.2% |