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 | $27,037 | $78,705-65.6% | $117,854-77.1% | $70,131-61.4% |
| Participation rate | 81.1% | 73.2%+7.9pp | 79.7%+1.4pp | 69.5%+11.5pp |
| Annual return | 22.20% | 23.30%-1.1pp | 335.08%-312.9pp | 73.14%-50.9pp |
| Employer contribution / active EE | $1,612 | $2,223-27.5% | $3,786-57.4% | $2,342-31.2% |
| Participant deferral / active EE | $2,670 | $3,297-19.0% | $4,482-40.4% | $3,332-19.9% |
| Admin fee / account holder | $1,462 | $5,065-71.1% | $8,020-81.8% | $4,645-68.5% |