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 | $33,211 | $95,803-65.3% | $113,168-70.7% | $84,808-60.8% |
| Participation rate | 70.6% | 72.9%-2.3pp | 76.6%-6.0pp | 68.3%+2.3pp |
| Annual return | 14.04% | 25.00%-11.0pp | 24.27%-10.2pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,127 | $2,360-52.3% | $2,975-62.1% | $2,631-57.2% |
| Participant deferral / active EE | $3,570 | $4,242-15.8% | $5,107-30.1% | $4,212-15.2% |
| Admin fee / account holder | $3,182 | $8,989-64.6% | $12,068-73.6% | $7,344-56.7% |