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 | $18,127 | $93,346-80.6% | $71,796-74.8% | $273,961-93.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 12.30% | 130.39%-118.1pp | 78.04%-65.7pp | 41.45%-29.1pp |
| Employer contribution / active EE | $1,617 | $2,733-40.8% | $1,924-16.0% | $4,869-66.8% |
| Participant deferral / active EE | $1,967 | $3,475-43.4% | $2,794-29.6% | $5,287-62.8% |
| Admin fee / account holder | $699 | $6,571-89.4% | $4,815-85.5% | $10,132-93.1% |