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 | $12,954 | $89,753-85.6% | $107,525-88.0% | $84,808-84.7% |
| Participation rate | 92.9% | 68.1%+24.8pp | 75.1%+17.8pp | 68.3%+24.5pp |
| Annual return | 19.86% | 29.48%-9.6pp | 181.32%-161.5pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,060 | $3,113-66.0% | $3,754-71.8% | $2,631-59.7% |
| Participant deferral / active EE | $2,900 | $4,056-28.5% | $5,116-43.3% | $4,212-31.1% |
| Admin fee / account holder | $1,036 | $7,222-85.7% | $8,919-88.4% | $7,344-85.9% |