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 | $23,956 | $76,367-68.6% | $93,606-74.4% | $72,985-67.2% |
| Participation rate | 88.0% | 71.7%+16.3pp | 75.8%+12.2pp | 69.5%+18.5pp |
| Annual return | 20.77% | 25.82%-5.0pp | 32.76%-12.0pp | 81.00%-60.2pp |
| Employer contribution / active EE | $1,414 | $2,275-37.9% | $2,718-48.0% | $2,440-42.0% |
| Participant deferral / active EE | $1,632 | $3,538-53.9% | $4,069-59.9% | $3,607-54.8% |
| Admin fee / account holder | $1,733 | $6,838-74.7% | $7,888-78.0% | $5,124-66.2% |