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 | $24,436 | $98,750-75.3% | $149,696-83.7% | $79,858-69.4% |
| Participation rate | 95.9% | 75.8%+20.1pp | 82.5%+13.4pp | 69.6%+26.3pp |
| Annual return | 25.68% | 27.43%-1.7pp | 276.60%-250.9pp | 31.71%-6.0pp |
| Employer contribution / active EE | $3,414 | $3,216+6.1% | $4,644-26.5% | $2,471+38.2% |
| Participant deferral / active EE | $7,385 | $5,680+30.0% | $6,842+7.9% | $3,740+97.4% |
| Admin fee / account holder | $3,734 | $6,053-38.3% | $9,309-59.9% | $5,306-29.6% |