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 | $7,202 | $63,346-88.6% | $92,233-92.2% | $70,131-89.7% |
| Participation rate | 97.1% | 68.7%+28.4pp | 76.5%+20.6pp | 69.5%+27.6pp |
| Annual return | 20.33% | 530.12%-509.8pp | 176.28%-155.9pp | 73.14%-52.8pp |
| Employer contribution / active EE | $1,531 | $2,471-38.1% | $3,679-58.4% | $2,342-34.7% |
| Participant deferral / active EE | $1,572 | $2,854-44.9% | $3,897-59.7% | $3,332-52.8% |
| Admin fee / account holder | $599 | $3,840-84.4% | $5,194-88.5% | $4,645-87.1% |