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 | $45,290 | $130,194-65.2% | $169,993-73.4% | $71,457-36.6% |
| Participation rate | 70.8% | 86.1%-15.3pp | 87.0%-16.2pp | 67.9%+2.9pp |
| Annual return | 23.31% | 20.37%+2.9pp | 53.37%-30.1pp | 28.85%-5.5pp |
| Employer contribution / active EE | $2,576 | $4,381-41.2% | $6,785-62.0% | $2,588-0.4% |
| Participant deferral / active EE | $4,947 | $6,923-28.5% | $10,408-52.5% | $4,289+15.3% |
| Admin fee / account holder | $5,768 | $966+497.3% | $12,815-55.0% | $1,587+263.4% |