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 | $15,453 | $135,952-88.6% | $123,892-87.5% | $273,961-94.4% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 9.68% | 56.63%-46.9pp | 47.52%-37.8pp | 41.45%-31.8pp |
| Employer contribution / active EE | $2,593 | $5,170-49.8% | $4,617-43.8% | $4,869-46.7% |
| Participant deferral / active EE | $4,647 | $6,343-26.7% | $5,984-22.3% | $5,287-12.1% |
| Admin fee / account holder | $785 | $9,817-92.0% | $8,357-90.6% | $10,132-92.3% |