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 | $14,783 | $48,364-69.4% | $71,796-79.4% | $62,891-76.5% |
| Participation rate | 81.1% | 60.6%+20.5pp | 69.1%+12.0pp | 69.3%+11.8pp |
| Annual return | 7.33% | 13.16%-5.8pp | 78.04%-70.7pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,264 | $1,042+21.3% | $1,924-34.3% | $2,281-44.6% |
| Participant deferral / active EE | $1,781 | $2,091-14.8% | $2,794-36.3% | $3,203-44.4% |
| Admin fee / account holder | $936 | $3,771-75.2% | $4,815-80.6% | $4,296-78.2% |