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 | $57,033 | $124,881-54.3% | $209,409-72.8% | $116,875-51.2% |
| Participation rate | 97.4% | 75.8%+21.6pp | 80.4%+17.0pp | 74.5%+22.8pp |
| Annual return | 20.16% | 14.56%+5.6pp | 159.49%-139.3pp | 16.29%+3.9pp |
| Employer contribution / active EE | $3,780 | $2,588+46.1% | $5,035-24.9% | $3,288+15.0% |
| Participant deferral / active EE | $6,032 | $3,793+59.0% | $4,230+42.6% | $3,885+55.3% |
| Admin fee / account holder | $4,023 | $12,933-68.9% | $16,474-75.6% | $12,263-67.2% |