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 | $31,173 | $238,490-86.9% | $180,183-82.7% | $142,382-78.1% |
| Participation rate | 88.2% | 82.3%+6.0pp | 77.4%+10.8pp | 80.1%+8.1pp |
| Annual return | 23.71% | 33.56%-9.8pp | 27.86%-4.1pp | 217.08%-193.4pp |
| Employer contribution / active EE | $5,074 | $6,143-17.4% | $5,039+0.7% | $4,299+18.0% |
| Participant deferral / active EE | $9,007 | $7,996+12.6% | $6,822+32.0% | $6,507+38.4% |
| Admin fee / account holder | $338 | $28,866-98.8% | $19,975-98.3% | $12,624-97.3% |