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 | $27,689 | $83,477-66.8% | $125,175-77.9% | $72,985-62.1% |
| Participation rate | 85.7% | 73.3%+12.4pp | 79.8%+5.9pp | 69.5%+16.2pp |
| Annual return | 35.45% | 25.78%+9.7pp | 43.79%-8.3pp | 81.00%-45.5pp |
| Employer contribution / active EE | $3,192 | $2,345+36.1% | $3,865-17.4% | $2,440+30.8% |
| Participant deferral / active EE | $5,492 | $3,585+53.2% | $4,937+11.2% | $3,607+52.2% |
| Admin fee / account holder | $2,629 | $5,517-52.4% | $9,702-72.9% | $5,124-48.7% |