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 | $20,383 | $95,803-78.7% | $113,168-82.0% | $84,808-76.0% |
| Participation rate | 98.2% | 72.9%+25.3pp | 76.6%+21.6pp | 68.3%+29.9pp |
| Annual return | 19.92% | 25.00%-5.1pp | 24.27%-4.3pp | 40.90%-21.0pp |
| Employer contribution / active EE | $787 | $2,360-66.7% | $2,975-73.6% | $2,631-70.1% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $5,107-100.0% | $4,212-100.0% |
| Admin fee / account holder | $940 | $8,989-89.5% | $12,068-92.2% | $7,344-87.2% |