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 | $28,326 | $109,359-74.1% | $162,163-82.5% | $72,985-61.2% |
| Participation rate | 89.6% | 84.3%+5.3pp | 87.6%+2.0pp | 69.5%+20.1pp |
| Annual return | 35.28% | 25.46%+9.8pp | 115.59%-80.3pp | 81.00%-45.7pp |
| Employer contribution / active EE | $1,543 | $3,907-60.5% | $5,614-72.5% | $2,440-36.8% |
| Participant deferral / active EE | $2,567 | $5,481-53.2% | $7,298-64.8% | $3,607-28.8% |
| Admin fee / account holder | $1,072 | $7,972-86.6% | $10,843-90.1% | $5,124-79.1% |