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 | $10,783 | $57,065-81.1% | $75,670-85.7% | $70,131-84.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 12.40% | 23.57%-11.2pp | 27.34%-14.9pp | 73.14%-60.7pp |
| Employer contribution / active EE | $1,386 | $1,817-23.7% | $2,352-41.1% | $2,342-40.8% |
| Participant deferral / active EE | $1,350 | $2,580-47.7% | $3,142-57.0% | $3,332-59.5% |
| Admin fee / account holder | $714 | $3,825-81.3% | $5,800-87.7% | $4,645-84.6% |