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 | $33,505 | $125,758-73.4% | $169,993-80.3% | $75,163-55.4% |
| Participation rate | 83.7% | 83.6%+0.1pp | 87.0%-3.3pp | 67.2%+16.5pp |
| Annual return | 18.69% | 27.20%-8.5pp | 53.37%-34.7pp | 160.62%-141.9pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,168 | $6,837-53.7% | $10,408-69.6% | $4,125-23.2% |
| Admin fee / account holder | $3,775 | $8,173-53.8% | $12,815-70.5% | $5,651-33.2% |