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 | $13,738 | $65,395-79.0% | $182,532-92.5% | $72,985-81.2% |
| Participation rate | 97.7% | 65.4%+32.2pp | 78.0%+19.7pp | 69.5%+28.2pp |
| Annual return | 24.01% | 27.68%-3.7pp | 148.54%-124.5pp | 81.00%-57.0pp |
| Employer contribution / active EE | $1,801 | $1,911-5.8% | $4,076-55.8% | $2,440-26.2% |
| Participant deferral / active EE | $0 | $3,563-100.0% | $5,524-100.0% | $3,607-100.0% |
| Admin fee / account holder | $382 | $4,245-91.0% | $8,592-95.6% | $5,124-92.5% |