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 | $14,269 | $86,286-83.5% | $111,297-87.2% | $85,850-83.4% |
| Participation rate | 81.2% | 73.3%+7.8pp | 77.3%+3.8pp | 69.3%+11.8pp |
| Annual return | 17.38% | 19.99%-2.6pp | 54.65%-37.3pp | 318.53%-301.2pp |
| Employer contribution / active EE | $862 | $2,043-57.8% | $2,731-68.4% | $2,565-66.4% |
| Participant deferral / active EE | $1,711 | $3,641-53.0% | $4,487-61.9% | $3,952-56.7% |
| Admin fee / account holder | $841 | $8,188-89.7% | $7,964-89.4% | $6,260-86.6% |