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 | $23,814 | $86,944-72.6% | $107,525-77.9% | $74,304-68.0% |
| Participation rate | 90.4% | 59.6%+30.8pp | 75.1%+15.3pp | 60.3%+30.0pp |
| Annual return | 17.97% | 23.52%-5.6pp | 181.32%-163.4pp | 29.43%-11.5pp |
| Employer contribution / active EE | $2,116 | $2,757-23.2% | $3,754-43.6% | $2,241-5.6% |
| Participant deferral / active EE | $3,654 | $3,554+2.8% | $5,116-28.6% | $3,767-3.0% |
| Admin fee / account holder | $4,099 | $3,727+10.0% | $8,919-54.0% | $2,969+38.1% |