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 | $39,785 | $138,385-71.3% | $184,200-78.4% | $80,874-50.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 14.38% | 20.02%-5.6pp | 28.80%-14.4pp | 35.62%-21.2pp |
| Employer contribution / active EE | $2,383 | $4,849-50.9% | $6,424-62.9% | $2,756-13.5% |
| Participant deferral / active EE | $4,890 | $7,073-30.9% | $9,132-46.4% | $4,297+13.8% |
| Admin fee / account holder | $10,361 | $10,483-1.2% | $13,907-25.5% | $6,935+49.4% |