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 | $25,353 | $67,411-62.4% | $91,001-72.1% | $70,131-63.8% |
| Participation rate | 96.6% | 71.4%+25.2pp | 75.6%+21.0pp | 69.5%+27.1pp |
| Annual return | 26.23% | -40.16%+66.4pp | 4.60%+21.6pp | 73.14%-46.9pp |
| Employer contribution / active EE | $5,571 | $1,786+211.9% | $2,456+126.9% | $2,342+137.8% |
| Participant deferral / active EE | $12,372 | $2,823+338.3% | $3,547+248.8% | $3,332+271.3% |
| Admin fee / account holder | $5,895 | $4,236+39.2% | $5,417+8.8% | $4,645+26.9% |