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 | $8,266 | $39,798-79.2% | $67,711-87.8% | $59,632-86.1% |
| Participation rate | 71.4% | 57.4%+14.1pp | 67.5%+3.9pp | 68.7%+2.8pp |
| Annual return | 24.19% | 89.94%-65.7pp | 25.41%-1.2pp | 2041.28%-2017.1pp |
| Employer contribution / active EE | $1,684 | $1,393+20.9% | $2,559-34.2% | $2,203-23.5% |
| Participant deferral / active EE | $3,462 | $2,335+48.3% | $3,585-3.4% | $3,192+8.5% |
| Admin fee / account holder | $1,480 | $3,212-53.9% | $4,255-65.2% | $4,297-65.6% |