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 | $25,697 | $91,552-71.9% | $133,956-80.8% | $79,858-67.8% |
| Participation rate | 76.5% | 73.3%+3.1pp | 79.8%-3.4pp | 69.6%+6.8pp |
| Annual return | 11.31% | 61.85%-50.5pp | 45.09%-33.8pp | 31.71%-20.4pp |
| Employer contribution / active EE | $2,671 | $2,384+12.0% | $3,919-31.8% | $2,471+8.1% |
| Participant deferral / active EE | $3,802 | $3,733+1.8% | $5,048-24.7% | $3,740+1.7% |
| Admin fee / account holder | $11,049 | $6,321+74.8% | $8,927+23.8% | $5,306+108.2% |