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 | $26,287 | $125,758-79.1% | $169,993-84.5% | $75,163-65.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 21.91% | 27.20%-5.3pp | 53.37%-31.5pp | 160.62%-138.7pp |
| Employer contribution / active EE | $1,961 | $4,615-57.5% | $6,785-71.1% | $2,670-26.6% |
| Participant deferral / active EE | $3,485 | $6,837-49.0% | $10,408-66.5% | $4,125-15.5% |
| Admin fee / account holder | $3,629 | $8,173-55.6% | $12,815-71.7% | $5,651-35.8% |