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 | $32,146 | $95,803-66.4% | $113,168-71.6% | $84,808-62.1% |
| Participation rate | 97.3% | 72.9%+24.4pp | 76.6%+20.7pp | 68.3%+29.0pp |
| Annual return | 12.77% | 25.00%-12.2pp | 24.27%-11.5pp | 40.90%-28.1pp |
| Employer contribution / active EE | $2,154 | $2,360-8.7% | $2,975-27.6% | $2,631-18.1% |
| Participant deferral / active EE | $2,227 | $4,242-47.5% | $5,107-56.4% | $4,212-47.1% |
| Admin fee / account holder | $639 | $8,989-92.9% | $12,068-94.7% | $7,344-91.3% |