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 | $21,135 | $79,944-73.6% | $98,439-78.5% | $75,163-71.9% |
| Participation rate | 97.2% | 70.4%+26.9pp | 75.2%+22.1pp | 67.2%+30.0pp |
| Annual return | 16.95% | 19.75%-2.8pp | 21.16%-4.2pp | 160.62%-143.7pp |
| Employer contribution / active EE | $1,029 | $2,264-54.6% | $3,048-66.2% | $2,670-61.5% |
| Participant deferral / active EE | $3,592 | $3,752-4.3% | $4,738-24.2% | $4,125-12.9% |
| Admin fee / account holder | $1,242 | $6,840-81.8% | $8,948-86.1% | $5,651-78.0% |