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 | $14,332 | $118,849-87.9% | $96,562-85.2% | $167,490-91.4% |
| Participation rate | 95.2% | 75.5%+19.8pp | 69.8%+25.4pp | 82.1%+13.1pp |
| Annual return | 9.52% | 50.49%-41.0pp | 37.78%-28.3pp | 478.56%-469.0pp |
| Employer contribution / active EE | $815 | $3,120-73.9% | $2,356-65.4% | $4,837-83.2% |
| Participant deferral / active EE | $2,906 | $4,616-37.1% | $3,849-24.5% | $6,341-54.2% |
| Admin fee / account holder | $1,984 | $8,065-75.4% | $6,181-67.9% | $12,309-83.9% |