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 | $8,732 | $109,817-92.0% | $98,442-91.1% | $167,490-94.8% |
| Participation rate | 85.7% | 75.8%+9.9pp | 73.3%+12.4pp | 82.1%+3.6pp |
| Annual return | 9.79% | 1956.69%-1946.9pp | 1492.73%-1482.9pp | 478.56%-468.8pp |
| Employer contribution / active EE | $597 | $3,224-81.5% | $2,960-79.8% | $4,837-87.7% |
| Participant deferral / active EE | $1,146 | $4,673-75.5% | $4,276-73.2% | $6,341-81.9% |
| Admin fee / account holder | $7,312 | $6,753+8.3% | $5,949+22.9% | $12,309-40.6% |