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 | $11,403 | $85,202-86.6% | $172,739-93.4% | $72,985-84.4% |
| Participation rate | 90.0% | 70.1%+19.9pp | 82.6%+7.4pp | 69.5%+20.5pp |
| Annual return | 19.70% | 27.32%-7.6pp | 802.84%-783.1pp | 81.00%-61.3pp |
| Employer contribution / active EE | $606 | $3,324-81.8% | $5,143-88.2% | $2,440-75.1% |
| Participant deferral / active EE | $1,976 | $3,260-39.4% | $5,198-62.0% | $3,607-45.2% |
| Admin fee / account holder | $2,728 | $5,884-53.6% | $13,954-80.4% | $5,124-46.8% |