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 | $12,934 | $78,422-83.5% | $95,952-86.5% | $79,858-83.8% |
| Participation rate | 82.0% | 73.5%+8.5pp | 77.1%+4.9pp | 69.6%+12.4pp |
| Annual return | 23.58% | 19.37%+4.2pp | 91.61%-68.0pp | 31.71%-8.1pp |
| Employer contribution / active EE | $1,491 | $1,945-23.4% | $2,541-41.3% | $2,471-39.7% |
| Participant deferral / active EE | $2,179 | $3,440-36.7% | $4,167-47.7% | $3,740-41.7% |
| Admin fee / account holder | $3,154 | $5,622-43.9% | $6,795-53.6% | $5,306-40.6% |