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 | $11,905 | $49,025-75.7% | $87,507-86.4% | $62,891-81.1% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | 9.65% | 10.02%-0.4pp | 12.21%-2.6pp | 20.14%-10.5pp |
| Employer contribution / active EE | $354 | $1,372-74.2% | $2,550-86.1% | $2,281-84.5% |
| Participant deferral / active EE | $926 | $2,289-59.5% | $3,149-70.6% | $3,203-71.1% |
| Admin fee / account holder | $985 | $4,065-75.8% | $4,221-76.7% | $4,296-77.1% |