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 | $12,460 | $70,428-82.3% | $96,562-87.1% | $85,850-85.5% |
| Participation rate | 73.8% | 61.8%+12.0pp | 69.8%+4.0pp | 69.3%+4.5pp |
| Annual return | 17.89% | 18.59%-0.7pp | 37.78%-19.9pp | 318.53%-300.6pp |
| Employer contribution / active EE | $1,259 | $1,413-10.9% | $2,356-46.6% | $2,565-50.9% |
| Participant deferral / active EE | $3,354 | $2,894+15.9% | $3,849-12.9% | $3,952-15.1% |
| Admin fee / account holder | $597 | $4,997-88.1% | $6,181-90.3% | $6,260-90.5% |