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 | $30,686 | $123,793-75.2% | $177,821-82.7% | $79,858-61.6% |
| Participation rate | 91.1% | 84.7%+6.4pp | 87.7%+3.3pp | 69.6%+21.4pp |
| Annual return | 14.63% | 22.82%-8.2pp | 48.32%-33.7pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,693 | $4,095-58.7% | $5,918-71.4% | $2,471-31.5% |
| Participant deferral / active EE | $4,875 | $5,956-18.2% | $7,714-36.8% | $3,740+30.4% |
| Admin fee / account holder | $1,259 | $7,243-82.6% | $12,427-89.9% | $5,306-76.3% |