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 | $23,672 | $176,812-86.6% | $146,665-83.9% | $167,490-85.9% |
| Participation rate | 94.4% | 83.6%+10.8pp | 80.1%+14.4pp | 82.1%+12.3pp |
| Annual return | 13.23% | 24.03%-10.8pp | 22.74%-9.5pp | 478.56%-465.3pp |
| Employer contribution / active EE | $5,552 | $5,160+7.6% | $4,136+34.2% | $4,837+14.8% |
| Participant deferral / active EE | $5,898 | $6,440-8.4% | $5,506+7.1% | $6,341-7.0% |
| Admin fee / account holder | $5,755 | $13,259-56.6% | $10,280-44.0% | $12,309-53.2% |