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 | $13,927 | $98,240-85.8% | $82,313-83.1% | $147,584-90.6% |
| Participation rate | 86.4% | 79.7%+6.6pp | 76.9%+9.5pp | 82.8%+3.5pp |
| Annual return | 21.29% | 30.85%-9.6pp | 25.88%-4.6pp | 578.55%-557.3pp |
| Employer contribution / active EE | $1,061 | $3,192-66.8% | $2,428-56.3% | $4,876-78.3% |
| Participant deferral / active EE | $1,828 | $4,383-58.3% | $3,706-50.7% | $5,439-66.4% |
| Admin fee / account holder | $358 | $8,563-95.8% | $5,608-93.6% | $10,885-96.7% |