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 | $10,716 | $93,346-88.5% | $71,796-85.1% | $273,961-96.1% |
| Participation rate | 71.4% | 76.5%-5.1pp | 69.1%+2.3pp | 83.0%-11.6pp |
| Annual return | 16.17% | 130.39%-114.2pp | 78.04%-61.9pp | 41.45%-25.3pp |
| Employer contribution / active EE | $2,002 | $2,733-26.7% | $1,924+4.0% | $4,869-58.9% |
| Participant deferral / active EE | $2,722 | $3,475-21.7% | $2,794-2.6% | $5,287-48.5% |
| Admin fee / account holder | $434 | $6,571-93.4% | $4,815-91.0% | $10,132-95.7% |