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 | $27,227 | $180,449-84.9% | $154,107-82.3% | $135,375-79.9% |
| Participation rate | 86.7% | 87.4%-0.8pp | 83.0%+3.6pp | 82.6%+4.0pp |
| Annual return | 5.25% | 888.09%-882.8pp | 735.12%-729.9pp | 519.73%-514.5pp |
| Employer contribution / active EE | $2,282 | $6,035-62.2% | $5,298-56.9% | $4,779-52.2% |
| Participant deferral / active EE | $3,883 | $5,806-33.1% | $5,081-23.6% | $5,609-30.8% |
| Admin fee / account holder | $4,924 | $16,143-69.5% | $13,411-63.3% | $10,827-54.5% |