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 | $30,238 | $82,032-63.1% | $123,104-75.4% | $59,632-49.3% |
| Participation rate | 77.8% | 83.2%-5.4pp | 86.8%-9.0pp | 68.7%+9.1pp |
| Annual return | -1.49% | 5.12%-6.6pp | 13.22%-14.7pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $1,150 | $3,297-65.1% | $5,151-77.7% | $2,203-47.8% |
| Participant deferral / active EE | $2,375 | $4,667-49.1% | $6,230-61.9% | $3,192-25.6% |
| Admin fee / account holder | $693 | $5,881-88.2% | $9,015-92.3% | $4,297-83.9% |