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 | $30,631 | $109,359-72.0% | $162,163-81.1% | $72,985-58.0% |
| Participation rate | 86.0% | 84.3%+1.8pp | 87.6%-1.5pp | 69.5%+16.6pp |
| Annual return | 21.54% | 25.46%-3.9pp | 115.59%-94.0pp | 81.00%-59.5pp |
| Employer contribution / active EE | $2,037 | $3,907-47.9% | $5,614-63.7% | $2,440-16.5% |
| Participant deferral / active EE | $4,127 | $5,481-24.7% | $7,298-43.5% | $3,607+14.4% |
| Admin fee / account holder | $3,316 | $7,972-58.4% | $10,843-69.4% | $5,124-35.3% |