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 | $28,718 | $105,856-72.9% | $285,549-89.9% | $116,875-75.4% |
| Participation rate | 100.0% | 68.4%+31.6pp | 83.2%+16.8pp | 74.5%+25.5pp |
| Annual return | 18.01% | 16.47%+1.5pp | 7.15%+10.9pp | 16.29%+1.7pp |
| Employer contribution / active EE | $6,418 | $2,968+116.2% | $5,022+27.8% | $3,288+95.2% |
| Participant deferral / active EE | $3,338 | $2,757+21.1% | $4,549-26.6% | $3,885-14.1% |
| Admin fee / account holder | $3,272 | $7,416-55.9% | $13,934-76.5% | $12,263-73.3% |