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 | $20,359 | $135,952-85.0% | $123,892-83.6% | $273,961-92.6% |
| Participation rate | 90.5% | 84.1%+6.4pp | 81.4%+9.1pp | 83.0%+7.5pp |
| Annual return | 36.29% | 56.63%-20.3pp | 47.52%-11.2pp | 41.45%-5.2pp |
| Employer contribution / active EE | $1,763 | $5,170-65.9% | $4,617-61.8% | $4,869-63.8% |
| Participant deferral / active EE | $6,341 | $6,3430% | $5,984+6.0% | $5,287+19.9% |
| Admin fee / account holder | $1,691 | $9,817-82.8% | $8,357-79.8% | $10,132-83.3% |