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 | $28,981 | $94,625-69.4% | $116,228-75.1% | $84,808-65.8% |
| Participation rate | 82.8% | 70.4%+12.3pp | 74.6%+8.2pp | 68.3%+14.4pp |
| Annual return | 14.24% | 20.40%-6.2pp | 90.06%-75.8pp | 40.90%-26.7pp |
| Employer contribution / active EE | $813 | $2,347-65.4% | $2,994-72.9% | $2,631-69.1% |
| Participant deferral / active EE | $1,984 | $3,972-50.0% | $4,953-59.9% | $4,212-52.9% |
| Admin fee / account holder | $8,508 | $10,091-15.7% | $11,989-29.0% | $7,344+15.9% |