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 | $30,784 | $181,894-83.1% | $156,549-80.3% | $273,961-88.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.73% | 30.74%-27.0pp | 32.23%-28.5pp | 41.45%-37.7pp |
| Employer contribution / active EE | $1,950 | $6,248-68.8% | $5,501-64.6% | $4,869-60.0% |
| Participant deferral / active EE | $7,130 | $5,550+28.5% | $4,871+46.4% | $5,287+34.9% |
| Admin fee / account holder | $319 | $15,559-98.0% | $13,027-97.6% | $10,132-96.9% |