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 | $11,901 | $48,364-75.4% | $71,796-83.4% | $62,891-81.1% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 36.74% | 13.16%+23.6pp | 78.04%-41.3pp | 20.14%+16.6pp |
| Employer contribution / active EE | $1,174 | $1,042+12.7% | $1,924-39.0% | $2,281-48.5% |
| Participant deferral / active EE | $2,644 | $2,091+26.4% | $2,794-5.4% | $3,203-17.5% |
| Admin fee / account holder | $388 | $3,771-89.7% | $4,815-91.9% | $4,296-91.0% |