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 | $32,403 | $87,841-63.1% | $133,980-75.8% | $62,891-48.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 9.01% | 12.05%-3.0pp | 29.30%-20.3pp | 20.14%-11.1pp |
| Employer contribution / active EE | $2,315 | $3,483-33.5% | $5,211-55.6% | $2,281+1.5% |
| Participant deferral / active EE | $5,019 | $4,812+4.3% | $6,282-20.1% | $3,203+56.7% |
| Admin fee / account holder | $1,341 | $5,371-75.0% | $9,324-85.6% | $4,296-68.8% |