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 | $27,510 | $94,529-70.9% | $140,016-80.4% | $64,186-57.1% |
| Participation rate | 83.3% | 84.1%-0.8pp | 87.5%-4.2pp | 69.6%+13.8pp |
| Annual return | 6.36% | 7.77%-1.4pp | 651.12%-644.8pp | 7.63%-1.3pp |
| Employer contribution / active EE | $2,001 | $3,812-47.5% | $5,606-64.3% | $2,381-16.0% |
| Participant deferral / active EE | $3,603 | $5,250-31.4% | $6,927-48.0% | $3,470+3.8% |
| Admin fee / account holder | $1,868 | $6,741-72.3% | $10,705-82.5% | $4,888-61.8% |