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 | $10,943 | $84,233-87.0% | $170,442-93.6% | $70,131-84.4% |
| Participation rate | 98.4% | 70.8%+27.5pp | 83.6%+14.8pp | 69.5%+28.8pp |
| Annual return | 15.65% | 23.06%-7.4pp | 205.93%-190.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,540 | $3,387-54.5% | $5,433-71.7% | $2,342-34.3% |
| Participant deferral / active EE | $2,125 | $3,086-31.1% | $4,939-57.0% | $3,332-36.2% |
| Admin fee / account holder | $1,385 | $5,698-75.7% | $13,880-90.0% | $4,645-70.2% |