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 | $25,605 | $69,977-63.4% | $108,579-76.4% | $62,891-59.3% |
| Participation rate | 93.5% | 72.9%+20.7pp | 79.6%+14.0pp | 69.3%+24.2pp |
| Annual return | 32.12% | 10.73%+21.4pp | -51.70%+83.8pp | 20.14%+12.0pp |
| Employer contribution / active EE | $3,764 | $2,135+76.3% | $3,758+0.1% | $2,281+65.0% |
| Participant deferral / active EE | $8,543 | $3,165+169.9% | $4,311+98.2% | $3,203+166.7% |
| Admin fee / account holder | $1,216 | $5,076-76.0% | $7,645-84.1% | $4,296-71.7% |