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 | $11,526 | $45,035-74.4% | $62,995-81.7% | $70,131-83.6% |
| Participation rate | 72.4% | 69.5%+2.8pp | 74.8%-2.4pp | 69.5%+2.8pp |
| Annual return | 14.22% | 18.76%-4.5pp | 87.57%-73.4pp | 73.14%-58.9pp |
| Employer contribution / active EE | $1,830 | $2,051-10.8% | $2,759-33.7% | $2,342-21.9% |
| Participant deferral / active EE | $1,914 | $2,465-22.4% | $3,329-42.5% | $3,332-42.6% |
| Admin fee / account holder | $981 | $2,834-65.4% | $3,600-72.7% | $4,645-78.9% |