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 | $30,005 | $109,413-72.6% | $156,263-80.8% | $84,808-64.6% |
| Participation rate | 83.9% | 72.7%+11.2pp | 78.9%+5.0pp | 68.3%+15.6pp |
| Annual return | 29.77% | 20.18%+9.6pp | 59.47%-29.7pp | 40.90%-11.1pp |
| Employer contribution / active EE | $1,095 | $2,907-62.3% | $4,333-74.7% | $2,631-58.4% |
| Participant deferral / active EE | $3,490 | $4,590-24.0% | $6,158-43.3% | $4,212-17.1% |
| Admin fee / account holder | $607 | $9,357-93.5% | $14,255-95.7% | $7,344-91.7% |