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 | $18,868 | $106,749-82.3% | $145,433-87.0% | $82,448-77.1% |
| Participation rate | 74.3% | 75.6%-1.4pp | 82.1%-7.8pp | 68.1%+6.2pp |
| Annual return | 14.77% | 27.59%-12.8pp | 66.58%-51.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $3,431 | $3,444-0.4% | $4,554-24.7% | $2,551+34.5% |
| Participant deferral / active EE | $2,564 | $6,519-60.7% | $7,897-67.5% | $4,139-38.0% |
| Admin fee / account holder | $13,051 | $8,390+55.6% | $13,129-0.6% | $7,234+80.4% |