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 | $26,095 | $108,825-76.0% | $156,181-83.3% | $82,448-68.3% |
| Participation rate | 96.2% | 72.4%+23.8pp | 78.8%+17.3pp | 68.1%+28.1pp |
| Annual return | 15.74% | 20.59%-4.8pp | 64.87%-49.1pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,420 | $2,870-50.5% | $4,294-66.9% | $2,551-44.3% |
| Participant deferral / active EE | $2,347 | $4,577-48.7% | $6,132-61.7% | $4,139-43.3% |
| Admin fee / account holder | $8,228 | $9,341-11.9% | $14,586-43.6% | $7,234+13.7% |