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 | $33,526 | $95,803-65.0% | $113,168-70.4% | $84,808-60.5% |
| Participation rate | 94.3% | 72.9%+21.5pp | 76.6%+17.8pp | 68.3%+26.0pp |
| Annual return | 16.14% | 25.00%-8.9pp | 24.27%-8.1pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,376 | $2,360-41.7% | $2,975-53.8% | $2,631-47.7% |
| Participant deferral / active EE | $2,669 | $4,242-37.1% | $5,107-47.7% | $4,212-36.6% |
| Admin fee / account holder | $2,967 | $8,989-67.0% | $12,068-75.4% | $7,344-59.6% |