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 | $35,995 | $123,793-70.9% | $177,821-79.8% | $79,858-54.9% |
| Participation rate | 94.4% | 84.7%+9.8pp | 87.7%+6.7pp | 69.6%+24.8pp |
| Annual return | 11.01% | 22.82%-11.8pp | 48.32%-37.3pp | 31.71%-20.7pp |
| Employer contribution / active EE | $2,142 | $4,095-47.7% | $5,918-63.8% | $2,471-13.3% |
| Participant deferral / active EE | $3,617 | $5,956-39.3% | $7,714-53.1% | $3,740-3.3% |
| Admin fee / account holder | $2,354 | $7,243-67.5% | $12,427-81.1% | $5,306-55.6% |