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 | $18,448 | $81,208-77.3% | $98,907-81.3% | $79,858-76.9% |
| Participation rate | 92.9% | 72.5%+20.4pp | 76.0%+16.8pp | 69.6%+23.2pp |
| Annual return | 11.12% | 60.99%-49.9pp | 196.43%-185.3pp | 31.71%-20.6pp |
| Employer contribution / active EE | $1,372 | $1,960-30.0% | $2,689-49.0% | $2,471-44.5% |
| Participant deferral / active EE | $1,910 | $3,265-41.5% | $4,244-55.0% | $3,740-48.9% |
| Admin fee / account holder | $4,924 | $6,013-18.1% | $6,642-25.9% | $5,306-7.2% |