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 | $13,237 | $80,812-83.6% | $160,784-91.8% | $82,448-83.9% |
| Participation rate | 97.1% | 66.2%+30.8pp | 77.0%+20.1pp | 68.1%+29.0pp |
| Annual return | 18.70% | 100.59%-81.9pp | 1803.92%-1785.2pp | 41.64%-22.9pp |
| Employer contribution / active EE | $1,406 | $2,174-35.3% | $3,733-62.3% | $2,551-44.9% |
| Participant deferral / active EE | $3,799 | $4,335-12.4% | $6,293-39.6% | $4,139-8.2% |
| Admin fee / account holder | $1,910 | $7,695-75.2% | $9,717-80.3% | $7,234-73.6% |