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 | $31,396 | $153,772-79.6% | $133,980-76.6% | $273,961-88.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 51.73% | 36.51%+15.2pp | 29.30%+22.4pp | 41.45%+10.3pp |
| Employer contribution / active EE | $2,808 | $6,029-53.4% | $5,211-46.1% | $4,869-42.3% |
| Participant deferral / active EE | $9,003 | $6,958+29.4% | $6,282+43.3% | $5,287+70.3% |
| Admin fee / account holder | $1,144 | $11,765-90.3% | $9,324-87.7% | $10,132-88.7% |