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 | $27,710 | $82,978-66.6% | $129,995-78.7% | $71,457-61.2% |
| Participation rate | 89.4% | 74.1%+15.3pp | 78.5%+10.9pp | 67.9%+21.5pp |
| Annual return | 21.90% | 20.60%+1.3pp | -137.18%+159.1pp | 28.85%-7.0pp |
| Employer contribution / active EE | $2,774 | $2,622+5.8% | $4,320-35.8% | $2,588+7.2% |
| Participant deferral / active EE | $3,252 | $4,432-26.6% | $5,820-44.1% | $4,289-24.2% |
| Admin fee / account holder | $1,406 | $1,729-18.7% | $10,614-86.8% | $1,587-11.4% |