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 5-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 | $40,039 | $138,385-71.1% | $184,200-78.3% | $80,874-50.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 12.13% | 20.02%-7.9pp | 28.80%-16.7pp | 35.62%-23.5pp |
| Employer contribution / active EE | $3,084 | $4,849-36.4% | $6,424-52.0% | $2,756+11.9% |
| Participant deferral / active EE | $6,196 | $7,073-12.4% | $9,132-32.1% | $4,297+44.2% |
| Admin fee / account holder | $6,086 | $10,483-41.9% | $13,907-56.2% | $6,935-12.2% |