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 | $27,082 | $123,793-78.1% | $177,821-84.8% | $79,858-66.1% |
| Participation rate | 73.0% | 84.7%-11.7pp | 87.7%-14.7pp | 69.6%+3.3pp |
| Annual return | 18.91% | 22.82%-3.9pp | 48.32%-29.4pp | 31.71%-12.8pp |
| Employer contribution / active EE | $1,338 | $4,095-67.3% | $5,918-77.4% | $2,471-45.9% |
| Participant deferral / active EE | $3,692 | $5,956-38.0% | $7,714-52.1% | $3,740-1.3% |
| Admin fee / account holder | $3,689 | $7,243-49.1% | $12,427-70.3% | $5,306-30.5% |