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 | $20,772 | $72,492-71.3% | $87,100-76.2% | $72,985-71.5% |
| Participation rate | 94.7% | 72.8%+21.9pp | 76.9%+17.9pp | 69.5%+25.3pp |
| Annual return | 34.18% | 24.46%+9.7pp | 28.19%+6.0pp | 81.00%-46.8pp |
| Employer contribution / active EE | $1,121 | $1,894-40.8% | $2,521-55.5% | $2,440-54.0% |
| Participant deferral / active EE | $5,360 | $3,270+63.9% | $4,049+32.4% | $3,607+48.6% |
| Admin fee / account holder | $1,816 | $5,055-64.1% | $7,497-75.8% | $5,124-64.6% |