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 | $11,064 | $84,233-86.9% | $170,442-93.5% | $70,131-84.2% |
| Participation rate | 89.6% | 70.8%+18.7pp | 83.6%+6.0pp | 69.5%+20.0pp |
| Annual return | 14.28% | 23.06%-8.8pp | 205.93%-191.6pp | 73.14%-58.9pp |
| Employer contribution / active EE | $757 | $3,387-77.7% | $5,433-86.1% | $2,342-67.7% |
| Participant deferral / active EE | $972 | $3,086-68.5% | $4,939-80.3% | $3,332-70.8% |
| Admin fee / account holder | $1,388 | $5,698-75.6% | $13,880-90.0% | $4,645-70.1% |