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 | $29,932 | $181,894-83.5% | $156,549-80.9% | $273,961-89.1% |
| Participation rate | 85.0% | 88.4%-3.4pp | 84.0%+1.0pp | 83.0%+2.0pp |
| Annual return | 3.42% | 30.74%-27.3pp | 32.23%-28.8pp | 41.45%-38.0pp |
| Employer contribution / active EE | $2,838 | $6,248-54.6% | $5,501-48.4% | $4,869-41.7% |
| Participant deferral / active EE | $3,879 | $5,550-30.1% | $4,871-20.4% | $5,287-26.6% |
| Admin fee / account holder | $1,008 | $15,559-93.5% | $13,027-92.3% | $10,132-90.0% |