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 | $11,276 | $50,958-77.9% | $74,550-84.9% | $64,186-82.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 114.67% | -1.86%+116.5pp | 32.53%+82.1pp | 7.63%+107.0pp |
| Employer contribution / active EE | $279 | $1,115-75.0% | $1,961-85.8% | $2,381-88.3% |
| Participant deferral / active EE | $1,319 | $2,301-42.7% | $3,108-57.6% | $3,470-62.0% |
| Admin fee / account holder | $5,216 | $4,223+23.5% | $5,060+3.1% | $4,888+6.7% |