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 | $14,699 | $89,753-83.6% | $107,525-86.3% | $84,808-82.7% |
| Participation rate | 75.0% | 68.1%+6.9pp | 75.1%-0.1pp | 68.3%+6.7pp |
| Annual return | 16.35% | 29.48%-13.1pp | 181.32%-165.0pp | 40.90%-24.5pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,438 | $4,056-39.9% | $5,116-52.3% | $4,212-42.1% |
| Admin fee / account holder | $4,343 | $7,222-39.9% | $8,919-51.3% | $7,344-40.9% |