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 | $12,362 | $102,317-87.9% | $146,958-91.6% | $80,856-84.7% |
| Participation rate | 83.8% | 75.8%+8.0pp | 82.2%+1.6pp | 67.6%+16.1pp |
| Annual return | 17.24% | 134.76%-117.5pp | 418.34%-401.1pp | 35.59%-18.4pp |
| Employer contribution / active EE | $1,809 | $3,713-51.3% | $4,933-63.3% | $2,755-34.3% |
| Participant deferral / active EE | $3,622 | $6,644-45.5% | $8,070-55.1% | $4,296-15.7% |
| Admin fee / account holder | $15,669 | $7,941+97.3% | $12,998+20.5% | $6,918+126.5% |