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 | $30,348 | $123,793-75.5% | $177,821-82.9% | $79,858-62.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 23.92% | 22.82%+1.1pp | 48.32%-24.4pp | 31.71%-7.8pp |
| Employer contribution / active EE | $1,409 | $4,095-65.6% | $5,918-76.2% | $2,471-43.0% |
| Participant deferral / active EE | $2,878 | $5,956-51.7% | $7,714-62.7% | $3,740-23.1% |
| Admin fee / account holder | $3,099 | $7,243-57.2% | $12,427-75.1% | $5,306-41.6% |