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 | $31,437 | $123,793-74.6% | $177,821-82.3% | $79,858-60.6% |
| Participation rate | 90.2% | 84.7%+5.5pp | 87.7%+2.5pp | 69.6%+20.6pp |
| Annual return | 13.68% | 22.82%-9.1pp | 48.32%-34.6pp | 31.71%-18.0pp |
| Employer contribution / active EE | $1,695 | $4,095-58.6% | $5,918-71.4% | $2,471-31.4% |
| Participant deferral / active EE | $2,902 | $5,956-51.3% | $7,714-62.4% | $3,740-22.4% |
| Admin fee / account holder | $988 | $7,243-86.4% | $12,427-92.0% | $5,306-81.4% |