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 | $31,285 | $94,625-66.9% | $116,228-73.1% | $84,808-63.1% |
| Participation rate | 88.9% | 70.4%+18.4pp | 74.6%+14.3pp | 68.3%+20.6pp |
| Annual return | 14.37% | 20.40%-6.0pp | 90.06%-75.7pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,860 | $2,347-20.7% | $2,994-37.9% | $2,631-29.3% |
| Participant deferral / active EE | $3,885 | $3,972-2.2% | $4,953-21.6% | $4,212-7.7% |
| Admin fee / account holder | $2,109 | $10,091-79.1% | $11,989-82.4% | $7,344-71.3% |