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 | $202,544 | $297,529-31.9% | $246,525-17.8% | $357,791-43.4% |
| Participation rate | 95.7% | 86.5%+9.1pp | 82.0%+13.7pp | 85.6%+10.1pp |
| Annual return | 13.45% | -2.25%+15.7pp | 0.46%+13.0pp | 396.79%-383.3pp |
| Employer contribution / active EE | $5,333 | $8,709-38.8% | $7,467-28.6% | $7,508-29.0% |
| Participant deferral / active EE | $14,245 | $6,076+134.5% | $5,422+162.7% | $5,521+158.0% |
| Admin fee / account holder | $36,825 | $16,212+127.2% | $16,551+122.5% | $28,387+29.7% |