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 | $15,722 | $93,346-83.2% | $71,796-78.1% | $273,961-94.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.89% | 130.39%-121.5pp | 78.04%-69.1pp | 41.45%-32.6pp |
| Employer contribution / active EE | $1,135 | $2,733-58.5% | $1,924-41.0% | $4,869-76.7% |
| Participant deferral / active EE | $2,282 | $3,475-34.3% | $2,794-18.3% | $5,287-56.8% |
| Admin fee / account holder | $1,463 | $6,571-77.7% | $4,815-69.6% | $10,132-85.6% |