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 | $21,333 | $104,251-79.5% | $91,001-76.6% | $147,584-85.5% |
| Participation rate | 86.7% | 78.2%+8.4pp | 75.6%+11.1pp | 82.8%+3.8pp |
| Annual return | 11.59% | 27.06%-15.5pp | 4.60%+7.0pp | 578.55%-567.0pp |
| Employer contribution / active EE | $2,625 | $3,116-15.7% | $2,456+6.9% | $4,876-46.2% |
| Participant deferral / active EE | $3,850 | $4,195-8.2% | $3,547+8.5% | $5,439-29.2% |
| Admin fee / account holder | $3,426 | $8,948-61.7% | $5,417-36.7% | $10,885-68.5% |