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 | $28,680 | $83,477-65.6% | $125,175-77.1% | $72,985-60.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 21.05% | 25.78%-4.7pp | 43.79%-22.7pp | 81.00%-60.0pp |
| Employer contribution / active EE | $2,737 | $2,345+16.7% | $3,865-29.2% | $2,440+12.2% |
| Participant deferral / active EE | $2,240 | $3,585-37.5% | $4,937-54.6% | $3,607-37.9% |
| Admin fee / account holder | $348 | $5,517-93.7% | $9,702-96.4% | $5,124-93.2% |