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 | $7,979 | $48,364-83.5% | $71,796-88.9% | $62,891-87.3% |
| Participation rate | 96.8% | 60.6%+36.2pp | 69.1%+27.7pp | 69.3%+27.5pp |
| Annual return | 26.43% | 13.16%+13.3pp | 78.04%-51.6pp | 20.14%+6.3pp |
| Employer contribution / active EE | $677 | $1,042-35.0% | $1,924-64.8% | $2,281-70.3% |
| Participant deferral / active EE | $2,329 | $2,091+11.4% | $2,794-16.6% | $3,203-27.3% |
| Admin fee / account holder | $754 | $3,771-80.0% | $4,815-84.3% | $4,296-82.4% |