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 | $31,897 | $138,385-77.0% | $184,200-82.7% | $80,874-60.6% |
| Participation rate | 96.7% | 83.9%+12.8pp | 86.8%+9.8pp | 67.6%+29.0pp |
| Annual return | 13.45% | 20.02%-6.6pp | 28.80%-15.3pp | 35.62%-22.2pp |
| Employer contribution / active EE | $2,084 | $4,849-57.0% | $6,424-67.6% | $2,756-24.4% |
| Participant deferral / active EE | $6,247 | $7,073-11.7% | $9,132-31.6% | $4,297+45.4% |
| Admin fee / account holder | $2,724 | $10,483-74.0% | $13,907-80.4% | $6,935-60.7% |