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 | $33,287 | $197,591-83.2% | $177,821-81.3% | $158,922-79.1% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 29.58% | 58.76%-29.2pp | 48.32%-18.7pp | 302.83%-273.2pp |
| Employer contribution / active EE | $5,244 | $6,697-21.7% | $5,918-11.4% | $4,761+10.1% |
| Participant deferral / active EE | $9,347 | $8,405+11.2% | $7,714+21.2% | $5,982+56.3% |
| Admin fee / account holder | $323 | $15,399-97.9% | $12,427-97.4% | $11,246-97.1% |