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 | $26,314 | $95,453-72.4% | $112,040-76.5% | $82,448-68.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 17.00% | 23.92%-6.9pp | 24.52%-7.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $2,935 | $2,318+26.6% | $2,954-0.7% | $2,551+15.0% |
| Participant deferral / active EE | $2,132 | $4,224-49.5% | $5,098-58.2% | $4,139-48.5% |
| Admin fee / account holder | $4,002 | $9,013-55.6% | $12,098-66.9% | $7,234-44.7% |