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 | $29,130 | $101,724-71.4% | $164,813-82.3% | $80,856-64.0% |
| Participation rate | 90.6% | 71.8%+18.8pp | 78.6%+12.0pp | 67.6%+23.0pp |
| Annual return | 26.61% | 16.72%+9.9pp | 69.93%-43.3pp | 35.59%-9.0pp |
| Employer contribution / active EE | $2,212 | $2,953-25.1% | $4,341-49.0% | $2,755-19.7% |
| Participant deferral / active EE | $4,977 | $4,477+11.2% | $6,031-17.5% | $4,296+15.9% |
| Admin fee / account holder | $6,069 | $8,227-26.2% | $12,690-52.2% | $6,918-12.3% |