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 | $12,285 | $72,177-83.0% | $115,037-89.3% | $59,632-79.4% |
| Participation rate | 89.7% | 72.6%+17.1pp | 81.4%+8.3pp | 68.7%+21.0pp |
| Annual return | 7.93% | 12.02%-4.1pp | 26.14%-18.2pp | 2041.28%-2033.4pp |
| Employer contribution / active EE | $1,724 | $2,841-39.3% | $4,608-62.6% | $2,203-21.7% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $804 | $4,927-83.7% | $8,175-90.2% | $4,297-81.3% |