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 | $11,206 | $99,032-88.7% | $80,019-86.0% | $135,375-91.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -2.64% | 15.39%-18.0pp | 11.22%-13.9pp | 519.73%-522.4pp |
| Employer contribution / active EE | $492 | $3,043-83.8% | $2,468-80.1% | $4,779-89.7% |
| Participant deferral / active EE | $1,447 | $4,282-66.2% | $3,686-60.7% | $5,609-74.2% |
| Admin fee / account holder | $2,766 | $10,436-73.5% | $6,521-57.6% | $10,827-74.4% |