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 | $10,025 | $49,227-79.6% | $70,449-85.8% | $79,858-87.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 18.31% | 30.06%-11.8pp | 109.03%-90.7pp | 31.71%-13.4pp |
| Employer contribution / active EE | $401 | $2,099-80.9% | $2,737-85.3% | $2,471-83.8% |
| Participant deferral / active EE | $2,695 | $2,768-2.6% | $3,709-27.3% | $3,740-27.9% |
| Admin fee / account holder | $2,431 | $2,878-15.5% | $3,845-36.8% | $5,306-54.2% |