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 | $18,707 | $78,422-76.1% | $95,952-80.5% | $79,858-76.6% |
| Participation rate | 86.3% | 73.5%+12.8pp | 77.1%+9.2pp | 69.6%+16.6pp |
| Annual return | 16.22% | 19.37%-3.1pp | 91.61%-75.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $982 | $1,945-49.5% | $2,541-61.4% | $2,471-60.3% |
| Participant deferral / active EE | $1,841 | $3,440-46.5% | $4,167-55.8% | $3,740-50.8% |
| Admin fee / account holder | $8,101 | $5,622+44.1% | $6,795+19.2% | $5,306+52.7% |