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 | $11,956 | $45,566-73.8% | $64,105-81.3% | $59,632-80.0% |
| Participation rate | 75.9% | 60.2%+15.7pp | 68.2%+7.7pp | 68.7%+7.2pp |
| Annual return | 8.05% | 4.95%+3.1pp | 791.24%-783.2pp | 2041.28%-2033.2pp |
| Employer contribution / active EE | $288 | $934-69.2% | $1,820-84.2% | $2,203-86.9% |
| Participant deferral / active EE | $1,297 | $2,057-36.9% | $2,822-54.0% | $3,192-59.4% |
| Admin fee / account holder | $408 | $3,268-87.5% | $4,499-90.9% | $4,297-90.5% |