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 | $35,501 | $146,267-75.7% | $197,124-82.0% | $82,448-56.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 27.71% | 29.61%-1.9pp | 44.34%-16.6pp | 41.64%-13.9pp |
| Employer contribution / active EE | $2,824 | $4,723-40.2% | $6,227-54.7% | $2,551+10.7% |
| Participant deferral / active EE | $5,114 | $7,035-27.3% | $9,135-44.0% | $4,139+23.5% |
| Admin fee / account holder | $2,642 | $14,422-81.7% | $16,298-83.8% | $7,234-63.5% |