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 | $11,656 | $69,515-83.2% | $86,874-86.6% | $85,850-86.4% |
| Participation rate | 95.3% | 66.3%+29.0pp | 71.6%+23.7pp | 69.3%+26.0pp |
| Annual return | 11.16% | 20.12%-9.0pp | 63.52%-52.4pp | 318.53%-307.4pp |
| Employer contribution / active EE | $1,358 | $1,880-27.8% | $2,495-45.6% | $2,565-47.1% |
| Participant deferral / active EE | $2,985 | $2,919+2.3% | $3,699-19.3% | $3,952-24.5% |
| Admin fee / account holder | $2,130 | $5,972-64.3% | $5,828-63.5% | $6,260-66.0% |