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 | $49,389 | $138,562-64.4% | $246,525-80.0% | $116,875-57.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 82.0%+18.0pp | 74.5%+25.5pp |
| Annual return | 16.96% | 16.14%+0.8pp | 0.46%+16.5pp | 16.29%+0.7pp |
| Employer contribution / active EE | $2,507 | $4,835-48.1% | $7,467-66.4% | $3,288-23.7% |
| Participant deferral / active EE | $3,724 | $4,207-11.5% | $5,422-31.3% | $3,885-4.1% |
| Admin fee / account holder | $20,827 | $18,110+15.0% | $16,551+25.8% | $12,263+69.8% |