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 | $85,891 | $362,131-76.3% | $285,549-69.9% | $357,791-76.0% |
| Participation rate | 90.0% | 89.8%+0.2pp | 83.2%+6.8pp | 85.6%+4.4pp |
| Annual return | 11.33% | 5.08%+6.3pp | 7.15%+4.2pp | 396.79%-385.5pp |
| Employer contribution / active EE | $3,151 | $5,952-47.1% | $5,022-37.3% | $7,508-58.0% |
| Participant deferral / active EE | $4,395 | $5,478-19.8% | $4,549-3.4% | $5,521-20.4% |
| Admin fee / account holder | $4,359 | $16,774-74.0% | $13,934-68.7% | $28,387-84.6% |