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 | $25,097 | $64,121-60.9% | $78,805-68.2% | $116,875-78.5% |
| Participation rate | 75.4% | 71.0%+4.4pp | 73.6%+1.8pp | 74.5%+0.9pp |
| Annual return | 22.31% | 16.32%+6.0pp | -2.71%+25.0pp | 16.29%+6.0pp |
| Employer contribution / active EE | $2,010 | $2,257-10.9% | $4,059-50.5% | $3,288-38.9% |
| Participant deferral / active EE | $3,737 | $2,757+35.6% | $3,584+4.3% | $3,885-3.8% |
| Admin fee / account holder | $6,498 | $5,745+13.1% | $5,677+14.5% | $12,263-47.0% |