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 | $28,357 | $86,286-67.1% | $111,297-74.5% | $85,850-67.0% |
| Participation rate | 94.5% | 73.3%+21.2pp | 77.3%+17.2pp | 69.3%+25.2pp |
| Annual return | 17.82% | 19.99%-2.2pp | 54.65%-36.8pp | 318.53%-300.7pp |
| Employer contribution / active EE | $1,705 | $2,043-16.6% | $2,731-37.6% | $2,565-33.5% |
| Participant deferral / active EE | $2,686 | $3,641-26.2% | $4,487-40.2% | $3,952-32.0% |
| Admin fee / account holder | $4,964 | $8,188-39.4% | $7,964-37.7% | $6,260-20.7% |