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 | $20,728 | $135,952-84.8% | $123,892-83.3% | $273,961-92.4% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 26.97% | 56.63%-29.7pp | 47.52%-20.5pp | 41.45%-14.5pp |
| Employer contribution / active EE | $3,501 | $5,170-32.3% | $4,617-24.2% | $4,869-28.1% |
| Participant deferral / active EE | $6,120 | $6,343-3.5% | $5,984+2.3% | $5,287+15.7% |
| Admin fee / account holder | $2,321 | $9,817-76.4% | $8,357-72.2% | $10,132-77.1% |