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 | $26,760 | $78,422-65.9% | $95,952-72.1% | $79,858-66.5% |
| Participation rate | 90.9% | 73.5%+17.4pp | 77.1%+13.8pp | 69.6%+21.3pp |
| Annual return | 11.93% | 19.37%-7.4pp | 91.61%-79.7pp | 31.71%-19.8pp |
| Employer contribution / active EE | $1,131 | $1,945-41.9% | $2,541-55.5% | $2,471-54.2% |
| Participant deferral / active EE | $3,308 | $3,440-3.8% | $4,167-20.6% | $3,740-11.6% |
| Admin fee / account holder | $5,475 | $5,622-2.6% | $6,795-19.4% | $5,306+3.2% |