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 | $22,895 | $65,376-65.0% | $87,100-73.7% | $65,185-64.9% |
| Participation rate | 77.5% | 75.3%+2.1pp | 76.9%+0.6pp | 70.2%+7.3pp |
| Annual return | 20.59% | 31.27%-10.7pp | 28.19%-7.6pp | 29.38%-8.8pp |
| Employer contribution / active EE | $1,251 | $1,822-31.3% | $2,521-50.4% | $2,177-42.5% |
| Participant deferral / active EE | $2,023 | $3,388-40.3% | $4,049-50.0% | $3,514-42.4% |
| Admin fee / account holder | $2,105 | $520+305.0% | $7,497-71.9% | $847+148.5% |